Buy Hold Sell, by Livewire Markets
Business:Investing
It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few years, have run and tripped off a cliff, and look to be heading for an awkward and uncomfortable belly flop in the dark waters below.
Either way, the next few months are likely to be painful for investors. But they don't have to be. In fact, there are some stocks, other than banks and commodities companies, that can surprisingly benefit from the rising rate cycle.
So in this episode, Livewire's Ally Selby was joined by Tribeca Investment Management's Jun Bei Liu and TMS Capital's Ben Clark for a look at three stocks that profit from rising rates and inflation.
Plus, they also both name one company with surprising upside ahead as the RBA continues on its aggressive rate hike cycle.
Note: This episode of Buy Hold Sell was shot on Wednesday 11th May 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-that-surprisingly-benefit-from-rising-rates/
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)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast