EL&C Baillieu Podcast – Key Picks in Agriculture with Ralton
Drought and bushfires have driven a challenging few years for Australia’s agriculture sector. But after healthy rain across the eastern seaboard, things are improving.
Will Riggall, Portfolio Manager at Ralton Asset Management, joins the EL&C Baillieu podcast to discuss his positive view on the agriculture sector, including:
- What the long range weather forecast suggests about the outlook;
- The impact of the COVID-19 crisis;
- Key stock picks Incitec Pivot (IPL), Freedom Foods (FNP), and Tassal Group (TGR) – what they do and why he likes them; and
- Why sector valuations are attractive.
Also tune in to hear Will explain what a separately managed account (SMA) is and how it may benefit investors.
Duration: 41 minutes
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