Ouch! Is your portfolio hurting in 2022? Ideas, themes and stocks that might benefit

<p>In this episode, Candice and Felicity set the scene with a market update, and a look at what they think is ahead of us. At first glance, the mix of slowing growth, high inflation, and central banks in tightening mode offers little support for the second half of the year. But the ladies believe it’s the perfect time to look at the other factors that might come into play.&nbsp;The markets have been sold off now to a point that might mean it’s a great entry point to slowly edge back into equities… They break down a couple of key themes they are looking at, and the stocks they like within these sectors.&nbsp;</p><br><p>Follow Talk Money To Me on <a href="https://www.instagram.com/talkmoneytomepodcast/" rel="noopener noreferrer" target="_blank">Instagram</a>, or send Candice and Felicity an email with all your thoughts <a href="mailto:tmtm@equitymates.com" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;</p><br><p>Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more <a href="https://www.cftgroup.com.au/team" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;</p><br><p>*****</p><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>*****</p><p>Talk Money To Me is a product of Equity Mates Media.&nbsp;</p><br><p>All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial service professionals. It is not intended as a substitute for professional finance, legal or tax advice.&nbsp;</p><p>The hosts of Talk Money To Me are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australia