What's behind the wallet shift for consumers?
Retail has been one of the surprise winners from the pandemic, capturing the attention of savvy investors. But just as important as identifying winners, is avoiding the losers. In the final installment of '4-minute Monday', a special series from Nikko AM built around ASX reporting season, I share my view on the changing consumer dynamics and the outlook for dividends. I hope this material helps you make sense of the deluge of announcements typically associated with earnings months.
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Brad joined the business in 2002. He has 28 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Australian equities team, process and portfolios. Prior to joining, Brad was...