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This fundie is buying these ASX stocks ahead of ‘several’ rate cuts

Centennial’s Michael Carmody has been busy putting money back to work before more rate relief. He also names two fintechs he says are poised for a rally.

Joanne Tran
Joanne TranMarkets reporter
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Michael Carmody is a portfolio manager at Centennial Asset Management. The Sydney-based boutique oversees about $220 million in assets.

What’s your take on investing in small caps amid the latest news on US tariffs? Have you made any changes to your investments?

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
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    Original URL: https://www.afr.com/markets/equity-markets/this-fundie-is-buying-up-these-asx-stocks-ahead-of-several-rate-cuts-20250604-p5m4ua