Banks, healthcare and the outlook for the ASX

<p>Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid?</p> <p>Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on:</p> <ul><li>Which stocks are really defensive when airports and toll roads are vulnerable</li> <li>Why bank credit quality matters in a low rate environment</li> <li>Where we find ourselves in the earnings cycle, and</li> <li>The high yielding stocks worth another look.</li> </ul> You can access this and previous episodes of the Your Wealth podcast now on <a href='https://itunes.apple.com/au/podcast/your-wealth/id1325928571?mt=2&i=1000408628427'>iTunes</a>, <a href='https://nabtrade.podbean.com/'>Podbean</a>, <a href='https://open.spotify.com/show/0AT15JJWlVfnX7JkeLndrb'>Spotify </a>or at <a href='https://www.nabtrade.com.au/yourwealth?ID=4826281763563771838'>nabtrade.com.au/yourwealth</a>   <p>If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.</p>