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: 3 hot copper stocks (and 2 high-conviction calls)
Buy Hold Sell: 3 undiscovered gems (and 2 overhyped duds)
2 big buys (and why the worst could be over for small-cap investors)
Buy Hold Sell: 5 undervalued small caps with big growth prospects
6 ASX-listed products for the risk-loving and risk-averse investor
4 adviser-approved ETFs for 2023 (and top tips to make your portfolio work for you)
Buy Hold Sell: 5 of Livewire readers’ top ETFs for 2023
Buy Hold Sell: 3 heavily sold-off stocks (and 2 now on fundies’ radars)
The 10 best ASX management teams right now
Buy Hold Sell: 3 cracking results and 2 disappointments
Buy Hold Sell: 3 stocks making headlines (and 2 with major catalysts on the horizon)
4 stocks for offence and defence for today’s volatile markets
Buy Hold Sell: 4 quality stocks for value AND growth
Buy Hold Sell: 3 stocks with ultra-low PEs (and 2 darlings to drop)
5 high conviction calls from 2022’s top-performing fund managers
Buy Hold Sell: 5 stocks for the run in resources
Buy Hold Sell: Your top large caps for 2023 (and 2 that should have made the list)
6 stocks for a full portfolio reset in 2023
Buy Hold Sell: The top small-cap picks for 2023 (and 2 fundie favourites)
16 funds the professionals would invest in
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