Filip Tortevski explores market trends and defensive sectors while highlighting real estate stability
As the second half of the year approaches, the real estate sector continues to show surprising resilience despite ongoing interest rate pressures.
While many investors expected higher borrowing costs to weigh heavily on property-related stocks, the sector has remained remarkably stable, raising questions about whether this strength can continue in the months ahead.
At the same time, market attention is beginning to shift towards more defensive sectors such as Consumer Staples and Health Care.
As economic uncertainty persists and interest rate expectations evolve, investors are reassessing where the next opportunities may emerge and which sectors are best positioned to weather changing conditions.
Filip Tortevski from Wealth Within joins Ticker to discuss the forces driving real estate’s resilience, the biggest risks facing investors, potential market winners and losers, and whether defensive sectors could take the lead as markets navigate the second half of the year.
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