Part 12/16:
Tegliafero added caution, noting that some sectors—particularly resources such as iron ore and coal—have faced price pressures lately, making their results less certain. He observed that while certain high-growth stocks seem expensive, opportunities exist in more cyclically sensitive sectors like retail, housing, and property trusts, which could rebound as interest rates remain low.
Investment Strategies
Beloo highlighted emerging value in smaller, less globally connected companies, particularly in sectors like industrials and retail, which could benefit from a gradual economic recovery. Tegliaferosignaled increased interest in cyclical stocks, especially those linked to the housing market and property development—areas likely to see increased activity if the economic outlook improves.