Buy Hold Sell, by Livewire Markets
Business:Investing
Lately, it seems like hopes of a central bank pivot have been quashed.
The RBA recently made a surprise about-face to a more hawkish policy position, while the Federal Reserve continues to hint at rates staying higher for longer.
As you'd expect, investors have been following central bank statements like gospel. But markets are forward-looking and most of the world's indices are currently in the black in 2023.
So in this episode, Alphinity's Mary Manning and Forager's Chloe Stokes share their outlook on interest rates and recession, as well as their top stock picks for offence and defence in this environment.
Note: This episode was filmed on Wednesday 22 February 2023. You can read the edited transcript below:
https://www.livewiremarkets.com/wires/4-stocks-for-offence-and-defence-for-today-s-volatile-markets/
Buy Hold Sell: 3 stocks that smashed expectations (and 2 disappointments)
Buy Hold Sell: 5 of the most-shorted stocks on the ASX
6 stocks for a full portfolio reset (and 2 duds to avoid)
Buy Hold Sell: 5 stocks to soar as recession risk rolls over
Buy Hold Sell: 5 stocks battling for blue chip status
Two stocks making their way into the ASX 20 (and one on its way out)
Buy Hold Sell: 3 dogs of the ASX 100 (and 2 in for a rebound)
Buy Hold Sell: The best and worst-performing ETFs of the year
How to navigate this market volatility with ETFs
Buy Hold Sell: 5 bargain ETFs to refresh portfolios in FY23
Buy Hold Sell: 5 stocks to play the commodities squeeze
The party in commodities isn’t over
Buy Hold Sell: 5 stocks riding the red-hot energy sector
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
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