Watch Wilson Asset Management Portfolio Strategist Damien Boey as he shares his key takeaways following the announcement by the Reserve Bank of Australia (RBA) to cut interest rates by 25 basis points to 3.85%.
Key takeaways:
- The Reserve Bank of Australia has cut interest rates by 25 basis points to 3.85%, reflecting concerns about global and domestic economic uncertainties
- Despite the interest rate cuts, the RBA has downgraded growth and inflation forecasts, suggesting potential economic challenges ahead
- Falling interest rates may affect banking sector margins and investment strategies for cyclicals
- Real estate and infrastructure sectors are potential outperformers due to declining rates
- The economic impact of international stimuli and the RBA’s cautious approach to monetary policy adjustments are critical factors for investors to consider
Damien Boey joined Wilson Asset Management in 2025 and has over 20 years’ experience in investment and central banking, including 4 years working at the Reserve Bank of Australia. Consistently ranked among Australia’s top three for economics and strategy research, Damien has developed predictive modelling tools spanning asset allocation, sector and style rotation, foreign exchange, macroeconomics and fixed income.
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