Video by Livewire Markets. Livewire Markets brings together the most relevant and informed insights from leading fund managers and investment professionals. The Cadence Team contributes to Livewire Markets.
Karl Siegling of Cadence Capital sees further weakness ahead for the Aussie dollar. ‘there is nothing remarkable about $0.51 we have been there before and we will go there again…we are cyclical based on resources and commodities.’ Siegling highlights three stocks with ‘reasonable multiples relative to their growth’ that he believes will allow investors to capitalise on this forecast AUD weakness.