Research Reels: Consumer Discretionary - Calling the bottom in early Q1

In this video, Consumer analysts Wayne Brown and Adam Tomlinson talk about their views on the macro outlook, how the new economic cycle will impact stock picking and why this means that Q1 2023 could be the time to start buying the sector. They discuss the qualities that are favourable for companies in this environment and in this context, identify their top ‘quality’ and ‘value’ picks, and overall favourite stock.

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