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Livewire - How the pros invest in a slowing economy 19/03/19

19/03/2019 - The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening in the domestic economy is still an important part of the investment process.

And with the effect from falling house prices starting to take its toll, particularly on the Australian consumer, there needs to be a strong reason to own certain businesses tied to this area of the economy.

Listen to how Martin Hickson from Wilson Asset Management and Ellerston Capital’s David Keelan navigate stock selection against a deteriorating economic backdrop.

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