Australian Investors Podcast cover image

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

Australian Investors Podcast

00:00

The Importance of Research in the Future

There's asymmetry in some of the data. The further, the further, the smaller you go, the less researchers. But that's where you can actually find more and more opportunities. Companies like IAG could benefit from higher rates as a result of inflation. Terra also has access to rare earths which will be very well placed near their crest.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app