Buy Hold Sell, by Livewire Markets
Business:Investing
We all know 2023 has been a challenging year for investors. And that’s not necessarily because overall returns have been low, but rather because of the extremes we have seen.
There have been significant bouts of volatility, although volatility overall is near all-time lows.
This is particularly true for the US, where markets have rallied but only seven stocks have done the heavy lifting. Interest rates have surged but nothing has broken... yet.
As for the ASX, if not for the 600-odd point rally off the late October low, this year would have been best described as a sideways grind. As it stands, the index is up nearly 7% year-to-date, things are looking decidedly more bullish, and we may just get a fabled Santa Claus rally to top things off.
That’s the kind of year it has been – one punctuated by major trends and then smaller countertrends that exist within them. To invest well, you had to know the macro and the micro, consider the extremes, and stay nimble. Most of all, you had to pay attention.
With all this in mind, in this episode, we’ve asked our guests to consider the extremes by looking at the dogs and darlings of the ASX in 2023. To do that, we’re joined by First Sentier’s David Wilson and Atlas Funds Management’s Hugh Dive.
Plus, we also ask our guests to name one darling (and one dog) for the year ahead.
Note: This episode was recorded on Wednesday, 13 December 2023.
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