“We're conscious that costs are probably a bit higher than the market thinks. That means that earnings are perhaps a little bit too high, but as we move through any period of weakness, as we come to work out what the impact is from the consumer pulling back, we'll still stick with quality as we always do.”

Bennelong Account Director, Dave Whitby, speaks with Touchstone’s Portfolio Specialist, Ron Sargeant, about the recent reporting season, what we can expect from markets for the remainder of the year, and Touchstone’s current portfolio positioning.
1:05 – Companies’ views on the current macro environment and insights from the recent reporting season
5:45 - What to expect in the lead up to the next reporting season
7:16 - What Australian wages will look like for the rest of 2023
9:41 - Touchstone’s view on earnings and consensus analysis
11:51 - How a recession could impact equity markets
13:31 - Touchstone’s current portfolio positioning
16:10 - What will happen with interest rate rises this year

“We're conscious that costs are probably a bit higher than the market thinks. That means that earnings are perhaps a little bit too high, but as we move through any period of weakness, as we come to work out what the impact is from the consumer pulling back, we'll still stick with quality as we always do.”
Bennelong Account Director, Dave Whitby, speaks with Touchstone’s Portfolio Specialist, Ron Sargeant, about the recent reporting season, what we can expect from markets for the remainder of the year, and Touchstone’s current portfolio positioning.
<ul>
<li>1:05 – Companies’ views on the current macro environment and insights from the recent reporting season</li>
<li>5:45 - What to expect in the lead up to the next reporting season</li>
<li>7:16 - What Australian wages will look like for the rest of 2023</li>
<li>9:41 - Touchstone’s view on earnings and consensus analysis</li>
<li>11:51 - How a recession could impact equity markets</li>
<li>13:31 - Touchstone’s current portfolio positioning</li>
<li>16:10 - What will happen with interest rate rises this year</li>
</ul>

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