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 Director, Corporate Finance with Westpac, a Senior Resource Analyst with Ord Minnett and in his early career, a geologist working with a number of resource companies. Brad has portfolio management responsibilities for the Tyndall Australian Share Wholesale Fund and Tyndall CVA Plus Strategy. He has analyst responsibilities for Banks.
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This material was prepared and is issued by Nikko AM Limited ABN 99 003 376 252 AFSL No: 237563 (Nikko AM Australia). Nikko AM Australia is part of the Nikko AM Group. The information contained in this material is of a general nature only and does not constitute personal advice, nor does it constitute an offer of any financial product. It does not take into account the objectives, financial situation or needs of any individual. For this reason, you should, before acting on this material, consider the appropriateness of the material, having regard to your objectives, financial situation and needs. The information in this material has been prepared from what is considered to be reliable information, but the accuracy and integrity of the information is not guaranteed. Figures, charts, opinions and other data, including statistics, in this material are current as at the date of publication, unless stated otherwise. The graphs and figures contained in this material include either past or backdated data, and make no promise of future investment returns. Past performance is not an indicator of future performance. Any economic or market forecasts are not guaranteed. Any references to particular securities or sectors are for illustrative purposes only and are as at the date of publication of this material. This is not a recommendation in relation to any named securities or sectors and no warranty or guarantee is provided.
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Tyndall AM
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...
Expertise
Tyndall AM
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...
Expertise
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