This article/video was produced by Livewire Markets and published on 19 November 2021.

In a world of cheap debt, where money seems to continue to be thrown at the next big thing (like these “Bored Ape” NFTs, for example), it’s easy to forget about the importance of resilient cash flows.

Cash flows provide crucial information about a company, demonstrating the movement of money in and out of your favourite stock – and helping you to analyse whether a company is actually financially healthy or could face some trouble in the months (and years) ahead.

In the current inflationary environment, where rates are expected to rise by 2023 (or 2022, according to some economists), we thought it would be worthwhile to take a look at some of the ASX’s best companies with resilient cash flows. These stocks, with quality assets, are likely to withstand any change in the market environment, unlike stocks that still haven’t turned a profit and yet trade at sky-high valuations.

In this episode, Livewire’s Ally Selby is joined by Rhett Kessler from Pengana and Stuart Welch from Alphinity to discuss three of these quality stocks. Plus, they also name two stocks that they believe can continue to deliver earnings upgrades in an inflationary environment.

Note: This episode was filmed on Wednesday, 10 November 2021.