Podcast: why the market is getting back to fundamentals
Portfolio Manager Daniel Moore talks to Gemma Dale from NAB about how the market is getting back to fundamentals after years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics. They also discuss:
- Where to find value as the market rotates into formerly unloved sectors
- What to look for as the outlook remains subdued, and
- How to love boring stocks again.