Reporting season strategy: retail, health & property

Jun Bei Liu, Portfolio Manager of Tribeca Investment Partners (Core and Conference Fund Manager), recently featured on ausbiz to delve into the Reporting Season and provide her outlook for FY24. She expects retailers, in particular, to downgrade due to uncertainties associated with the weak consumer. This concern is especially relevant for retail and sectors with a lot of debt, as higher interest rates could be alarming.

Interestingly, she believes there are promising buying opportunities coming within the healthcare and retail sectors in the next six months. 

You can watch the update here. (note, you'll need to create a free account).

Disclaimer: This material has been prepared by ausbiz, published on 8 August 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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