As the Australian reporting season draws to a close, it's time to discuss portfolio positioning for 2023. In this episode, Felicity and Candice delve into the sectors we're favouring and those we're underweighting in the Australian market. We'll also explore the transition from stagflation to disinflation and offer some predictions and investment ideas for the upcoming year.

Everywhere you look, the Australian market is grappling with the buzzword "stagflation." For the uninitiated stagflation refers to a condition where there is persistent high inflation, coupled with high unemployment and a slowdown in economic growth in the economy.

With peaking rates & weaker growth, we have to ask: How much more does the consumer have left in the tank?

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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Market Update: Peaking rates & weaker growth. Is this stagflation?

Talk Money To Me

Market Update: Peaking rates & weaker growth. Is this stagflation?