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Livewire - value & traps in interest sensitive stocks - 24/04/19

24/04/19 - Investors are forever on the hunt for steady and reliable income streams, which often come in the form of utilities, infrastructure stocks and REITs. And given the expectation of further rate cuts and the subsequent rallies in bond prices, these issues have witnessed a significant bump in their share prices.

But while these stocks may be a safe place to invest given the outlook for bonds, shareholders need to be mindful of the underlying fundamentals of these investments, which will only become more important as they rerate due to lower discount rates.

Listen as Jeremy Hook from TMS Capital hosts Monash Investors' Shane Fitzgerald and Michelle Lopez from Aberdeen Standard Investments, who let investors know what to look out for in this part of the market, while also offering a couple of defensive stock ideas.

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