Buy Hold Sell, by Livewire Markets
Business:Investing
After a 15-year slumber, macro returned with a vengeance in 2022.
Unsurprisingly, the past year may have investors feeling a little wary about how central banks will fare in their race to bring inflation back to target. And inflation is only one part of the story.
As part of our Outlook Series for 2023, we asked nine fund managers who keep a close eye on the big picture to share the top macro indicators worth watching over the next 12 months, as well as what it could take for investors to start feeling a lot more bullish.
Guest order in this podcast:
Note: We would like to thank the fund managers for sharing their insights ahead of 2023 in the spirit of the Outlook Series. This is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own.
This podcast was recorded on the 6th of December 2022. You read an edited transcript below:
https://www.livewiremarkets.com/wires/the-top-macro-indicators-to-watch-in-2023
Buy Hold Sell: 5 small stocks with big catalysts on the horizon
2 undiscovered stocks (and how to analyse under-the-radar companies)
Buy Hold Sell: 3 under-the-radar stocks (and 2 overcrowded darlings)
Buy Hold Sell: Demand wave to power future-facing commodities (and 4 stocks to ride the wave)
4 undiscovered gems as gold prices hit record highs
Is there still upside to uranium? (and 4 stocks fundies are buying)
The stocks headed for the ASX 20 (and 2 on the way out)
Buy Hold Sell: 3 stocks ready for a rebound (and 2 due for a sell-off)
Buy Hold Sell: 5 undervalued founder-led stocks
10 adviser-approved ETFs for 2024
Answering the internet's most common ETF questions
Buy Hold Sell: Your top-tipped ETFs for 2024
Buy Hold Sell: 5 of the ASX's fastest-growing stocks
How to invest in small and micro-caps (and 4 emerging stocks for the next 5 years)
Buy Hold Sell: 5 small stocks headed for large-cap status
Buy Hold Sell: 3 stocks with dividends on the rise (and 2 on the chopping block)
How to generate passive income in 2024
Buy Hold Sell: 5 stocks with monster dividends in 2024
Buy Hold Sell: Your 5 top small and mid-cap stocks for 2024 (and 2 big fundie buys)
6 stocks for a full portfolio reset in 2024
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