Q+A: Investing when rates turn higher
FEAR & GREED | Business News · Fear and Greed
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Show Notes
As expectations shift from rate cuts to possible hikes, many investors are rethinking portfolio positioning. Tim Carleton, Chief Investment Officer at Auscap Asset Management, talks to Sean Aylmer about how investors should think about a turning rate cycle, why sentiment often overshoots reality, and where he’s finding value in healthcare and property despite rising rates.
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