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LIVE from ASA: Perpetual's James Holt on 3 companies to benefit from decarbonisation & the most impressive business models

Australian Investors Podcast

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The History of the Economic Cycle

I think about it as history doesn't repeat the sheet rhymes a lot and this is to us feels a lot like the 70s. The business cycle is the most important thing in equities, investments generally,. You have these mini cycles in three to five years and you get longer 10, 15-year cycles. I think what this one is quite unusual is that we haven't really had this for maybe 50 years. People are actually expecting higher inflation gain next year so their expectations are going back up. That's when you get this inflation expectations. And even though inflation is now falling, I think that's what everyone's looking at. It's not the end of the world but once

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