Buy Hold Sell, by Livewire Markets
Business:Investing
The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns for the equivalent large-cap cohort, according to Refinitiv. The catch, however, is that the worst-performing small-cap stocks have more downside than their large-cap counterparts.
In this thematic discussion, small-cap specialists Tobias Yao from Wilson Asset Management and Arden Jennings from Ausbil Investment Management discuss the significant shifts they're observing in small caps and the opportunities catching their attention. Increased volatility, a burgeoning tech sector and the value of strong balance sheets are three notable trends. Tune in for more detail and some of the stocks they're following closely this August.
Please visit Livewire Markets for the video and full transcript for this episode. Note: This interview was recorded on 29 July 2020.
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
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