Mark Lister spoke with David Grace, Portfolio Manager at Australian Foundation Investment Company (AFIC), to discuss the outlook for the Australian sharemarket. They spoke about the impact China’s reopening has on the economy, the state of the housing market, and why investors have no need for concern over the Australian banking sector. David also shared his thoughts on which market sectors are best placed at the moment and how AFIC is positioning its portfolio to ensure it is resilient in the face of high inflation.
Mark Lister – Investment Director, Craigs Investment Partners
David Grace – Portfolio Manager, Australian Foundation Investment Company (AFIC)
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