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Sector rotation on the ASX & is the cost of living crisis over?

Author
SBS Audio
Published
Thu 03 Jul 2025
Episode Link
https://www.sbs.com.au/news/podcast-episode/sector-rotation-on-the-asx-is-the-cost-of-living-crisis-over/3isoa8f6j

SBS Finance Editor Ricardo Gonçalves speaks with Matt Wacher from Morningstar about what appears to be a sector rotation on the Australian sharemarket and looks into the manager's recent note which asks if the cost of living crisis is over?

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