On Our Wavelength: The theme of August’s reporting season was the resilience of the consumer, this will be tested in the months to come

While consumer spending continues to be robust, the impact of inflation, higher rates and higher energy costs will become more acute over the coming months. Consumer discretionary stocks are out of favour and defensives such as staples have attracted significant capital.

Hear from WaveStone Capital’s Catherine Allfrey and Raaz Bhuyan as they share their insights from reporting season as well as discussions with management teams. With labour shortages, absenteeism, rising costs and slowing demand front of mind for Australian businesses, Catherine and Raaz will share which companies are most impacted and where they see more resilience.

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