Danielle Ecuyer

speaker

864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · Red, orange and green flags: 10 things to know before investing ft. Danielle Ecuyer · 7 Nov 2022 podcast

You've got big themes, decarbonisation, cyber security, cloud.

All of those are growing at varying degrees.

And then you've got kind of the other ones, if you want to create another bucket, which is defensive quality stocks.

So you've got really good secular trends in the likes of healthcare and pharmaceuticals or biotechs, quality big biotechs I'm talking about.

I'm not going down the small end of the spectrum because they're far more speculative.

And they're going to go through the cycle.

So some of these are related to demographics, growing populations, right?

And some of them are directly related to interest rates and short-termism.

And some of them are long-term trends as society evolves.

And as per usual, you can still pick a great cyclical company within a cyclical sector.

But obviously, the macro environment will just play a little bit more on that in the short term.

or the medium term, but understanding them is really important when the cycle turns.

Equally, it's looking at those really good companies in the secular markets as well is important.

I mean, I think there's the scope to invest across all of those different sectors.

One thing that came out overnight that's worth highlighting, and it's been written up in both Livewire and also in FN Arena's newsletter, is a UBS report just talking about why Australia potentially is going to hit a sweet spot in the next 10 years, which I think is a great example for people.

And the reason is that Australia is very pro-immigration.

So you've got quite a...

xenophobic is a bit of a strong word, but in other economies, both Democrats and Republicans in the US are really pulling back on immigration.

So you rely on your natural population growth in that case.

If you look at China, they've got aging populations.

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