Felicity and Candice chat with Jonathan Rawicz for this episode. Together they discuss the global economy, earnings expectations, and valuations, Jonathan emphasises the importance of investing in "quality growth" stocks, which exhibit strong financial performance, sustainable business models, and competitive advantages. These stocks have the potential to thrive in a changing economic landscape, and the New Capital Global Equity Conviction strategy is well-equipped to capitalise on such opportunities.

Jonathan is the Lead Portfolio Manager for the New Capital Global Equity Conviction strategy and he is responsible for over A$4billion in Assets. Join us for this fascinating conversation!

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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