Home

Winston's Weekly: Rate outlook drives market sector rotation

PUBLISHED

2024-07-19

Content

Prospects for USA rate cuts in September has generated greater focus on interest rate sensitive sectors and securities driving momentum for small caps and real estate . Meanwhile, domestically, markets await the August reporting period to provide greater clarity on the investment outlook as we comment on Dexus Group (ASX: DXS), Lifestyle Communities (ASX: LIC) and Qualitas Real Estate Income Fund (ASX: QRI).

Disclaimer: Sequoia Financial Group (ASX:SEQ), the parent company of Finance News Network, owns a 20 per cent interest in Euree Asset Management.

Author