MB Fund Podcast: Sink your FAANGS into quality growth stocks

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, and Head of Advice Tim Fuller take the opportunity to talk through the FAANG (Facebook, Amazon, Apple, Netflix, Google) stocks, as well as a broader look at quality and growth stocks
On the agenda:
  • Looking at the FAANG tech behemoths: Facebook, Google, Apple, Microsoft, Amazon.
  • Quality / Value / Growth and inflation. How different strategies will perform in different environments. If inflation is going to fade then these are the most likely beneficiaries
  • Structural Changes. Changes in industry environments that are biasing toward these companies
  • Valuation. How expensive are they?
  • Growth crash. How would they hold up if markets crash?
View the presentation slides

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Tim Fuller is Head of Advice at the MacroBusiness Fund, which is powered by Nucleus Wealth.