What's in store for the retailers this Christmas?

As we approach the end of calendar year we take a look at how the retailers are positioned for what should be their peak trading period. Retailers have a number of tailwinds such as low interest rates, the 'wealth effect' from rising property prices and the fact that a weaker AUD could slow online shoppers from heading offshore. However, wage growth has been slow and many Australian households are already holding record levels of debt. In this thematic discussion we ask our panel for their thoughts on the short term outlook for retailers and their preferred stocks along with those to avoid. Matthew Kidman from Centennial Funds host Ben Rundle from NAOS and Simon Bonouvrie from Cadence. Click the image below to watch the discussion.