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20 Jul 2023 - The Rate Debate - Ep 40: The winners and losers

By: Yarra Capital Management

 

The Rate Debate - Ep 40: The winners and losers

Yarra Capital Management

July 2023


The RBA has paused on hiking rates (for now) creating some big winners and losers. 

This month Darren is joined by special guest Roy Keenan, Co-Head of Fixed Income, to identify the potential warning signs for lenders, discuss whether Australia's banks will remain "unquestionably strong", and examine which companies in the consumer sector will stand to win or lose.


Funds operated by this manager:

Yarra Australian Equities FundYarra Emerging Leaders FundYarra Enhanced Income FundYarra Income Plus Fund

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