Podcast: Kate Howitt on 'finding diamonds'
It's been another exceptional year for Australian equities with the ASX 200 delivering over 18% calendar year to date.
In this succinct and informative conversation, Kate Howitt, Portfolio Manager of the Fidelity Australian Opportunities Fund, speaks with nabtrade's Gemma Dale and 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.
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