Podcast: Rising interest rates and the return of Australia’s two-speed economy

This podcast was produced by Netwealth and originally published on 15 July 2022.

The resilience of Australia’s economy is about to be tested with strong commodity prices providing some insulation as the RBA becomes increasingly hawkish. WaveStone Capital’s Portfolio Manager Catherine Allfrey joins the Netwealth Portfolio Construction podcast with host Paul O’Connor to discuss the divergent paths for resources, financials and industrials and the opportunities available to investors as the interest rate cycle normalises.

Available to listen now on the Netwealth website, Apple Podcasts and Spotify.