The ASX has delivered over 18% calendar year to date, an exceptional result. So is there still value to be found in Australian equities, or should you look elsewhere for returns on your investments?
In this succinct and informative conversation, Kate Howitt, manager of the Fidelity Australian Opportunities Fund, gives her thoughts on:
- Why the ASX continues to offer compelling value for investors
- How a PE ratio of more than 100x can make sense in today’s world
- Where to look for growth in a slowing economy, and
- The greatest defensive play when valuations are stretched.
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.