Buy Hold Sell, by Livewire Markets
Business:Investing
Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable.
Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up.
In fact, the RBA recently dropped its reference to rates rising "not before 2024", with economists around the country now forecasting that rates could get a hike far, far sooner (some have predicted that cash rates could rise in November 2022).
So in this thematic episode, Livewire's Ally Selby is joined by Stuart Welch from Alphinity and Rhett Kessler from Pengana for their thoughts on the stocks you should be buying (and avoiding) in this environment.
Plus, they also name two stocks that can benefit from inflationary tailwinds over the months and years to come.
Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/which-stocks-to-own-as-rates-rise-and-2-fundie-favourites/
Buy Hold Sell: 5 growth stocks for the next 5 years
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)
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