Chris Judd, Director and Portfolio Manager at Cerutty Macro Fund, discusses the potential impact of Trump’s tariffs on Australia, shifting global capital flows, and the turbulence of reporting season. He explains why markets are moving away from high-growth stocks towards value plays, how rising interest rates have changed the investment landscape, and why he believes individual stock picking is more important than ever.
Click here for more information about the Cerutty Macro Fund or email info@ceruttymacrofund.com.au.
