Isaac’s investment strategy | Ausbiz

Isaac Poole from Oreana Financial Services joined us to discuss the implications of the Fed rate hike as well as what the expectations are in the future. The US Fed’s rate hike of 75 basis points had central banks around the world following suit with likely more to come over the following months. Isaac claims this has led to a capitulation in sentiment as investors have become very bearish as markets move to price for a high probability of recession. Despite this Isaac claims the Fed believes that there is not an inflation expectation problem. The Fed has managed to get expectations lower and rates to restrictive levels as Isaac claims that by December there will be less work for them to do, as opportunities may arise in both bond and equity markets. At Oreana Financial Services, they have been moving more towards government bonds as yields are very high compared to recent history, giving good downside protection, diversification and income. Further, Isaac continues with saying hold on to your equities and to ride this out, listen here for all the details with Isaac.
(Source: Ausbiz)

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