Postcard from Sydney

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)

Please log into the Client Portal dashboard to watch the video.

Market Insights enewsletter

Keep up to date with our fortnightly Market Insights enewsletter. Our research team provide timely and regular commentary and analysis on market developments, understanding investment jargon, and the impact of current events.

Subscribe Now