In our latest exclusive interview we continue the conversation around the likely impacts of rising interest rates on equity markets

Livewire Exclusive

Livewire Markets

In our latest exclusive interview we continue the conversation around the likely impacts of rising interest rates on equity markets. Kevin Bertoli, Portfolio Manager at PM Capital, explains why investors must focus on those companies with the ability to grow their earnings as we enter a rising rates environment. The PE expansion that has dominated valuations over the past few years has run its course and earnings growth will be critical for share prices. Whilst the exact timing of when rates will rise is beyond our control the general trend in data is providing sufficient signals for investors to respond. Bertoli says when markets start reacting negatively to positive data points it is a good indicator that expectations of a rate rise are increasing. You can access the full video here:


2 topics

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.