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Stephanie Batchelor: Milford Asset Management Analyst on the 'fallen angels' in the US markets

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Manage episode 438115397 series 2882353
Indhold leveret af NZME and Newstalk ZB. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NZME and Newstalk ZB eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The US market is up almost 16 percent on the year - but big names like Starbucks, Nike, and Lululemon have been struggling.

The consumer discretionary sector has jumped 4 percent, with a number of companies being dubbed 'fallen angels'.

Milford Asset Management's Stephanie Batchelor explains how investors can proceed.

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

  continue reading

7688 episoder

Artwork
iconDel
 
Manage episode 438115397 series 2882353
Indhold leveret af NZME and Newstalk ZB. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NZME and Newstalk ZB eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The US market is up almost 16 percent on the year - but big names like Starbucks, Nike, and Lululemon have been struggling.

The consumer discretionary sector has jumped 4 percent, with a number of companies being dubbed 'fallen angels'.

Milford Asset Management's Stephanie Batchelor explains how investors can proceed.

LISTEN ABOVE

See omnystudio.com/listener for privacy information.

  continue reading

7688 episoder

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