Sound Bites: Welcome to the paradigm shift

The last decade gave us cheap money and no-flation, and oh how times have changed. Inflation may have finally peaked, but the same can’t be said for rates. So how does a seasoned investor find the winners of tomorrow when the landscape has evolved?

This month James takes you through how he makes sense of markets and the characteristics he’s looking for in the current environment, with look-throughs on Altium, Orica, Auckland Airport & Vicinity Centres.

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This episode was recorded 3 May 2023.