Stephen Kench, head of Perpetual, has an optimistic outlook ...
Stephen Kench, head of Perpetual, has an optimistic outlook on equities, predicting market shifts before fruition, owing to possible interest rate reductions and inflation normalization. He espouses confidence in furniture retailer Nick Scali due to potential benefits from climbing house prices for its key clientele - aged homeowners, despite a hint of concern about retail overall.
Perpetual's Wealth Unit Rethinks Defensive Equities Posture -- Interview
Disclaimer: The above information does not represent the views of Moomoo Technologies Inc. (MTI) or constitute investment advice related to MTI and its affiliates.
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