consumer discretionary

Funds management

Be wary of fully-recovered travel stocks

Travel stocks may be recovering but investors will need to be very selective as some may have added substantial debt to their balance sheets to survive the pandemic. ...

Funds management

Consumer spending boosts Aussie equity funds

A high weighting to consumer discretionary stocks has worked in favour of Australian equity funds with those funds significantly outperforming their peers and two reporti...

Funds management

Super withdrawal boosts shares of consumer stocks

The ASX 200 consumer discretionary sector has returned 34% since the start of 2020, only second to the information technology sector. ...

Funds management

EOFY: The four sectors that delivered positive full-year returns

As we enter a new financial year, Money Management explores which sectors had the best performance during the full year 2019/20....

Funds management

Will the rate cut benefit consumer spending-focused funds?

With the Reserve Bank’s June rate cuts intended in part to stimulate consumer spending, a dive into FE Analytics reveals which funds stand to gain the most from an uptick...