Events of the past few weeks have cast doubt over the stability of the financial system. First Silicon Valley Bank and its troubled regional banking peers, then Credit Suisse.
In typical fashion, the US Federal Reserve has stepped in to backstop the sector.
These events have changed the way corporations perceive risk, according to this week's guest on the The Rules of Investing John Ayoub, Portfolio Manager for the Wilson Asset Management's Leaders Fund (ASX: WLE).
In the upcoming episode, we discuss:
Ayoub colours the conversation with a tonne of stocks, so there's sure to be something in here for everyone.
Trailer: Giselle Roux
The dividend doctor gives his prescription for investing in 2023
Trailer: The dividend doctor gives his prescription for income investing in 2023
8 mega cap stocks have carried markets in 2023. Here’s what comes next
Trailer: 8 mega cap stocks have carried markets in 2023. Here’s what comes next
The goldilocks buying opportunity is *almost* here in fixed income
Jun Bei Liu: Top stocks for today’s markets
Trailer: Jun Bei Liu, Tribeca Investment Partners
This fundie found Afterpay at $6. Now he’s found his next opportunity
Trailer: This fundie found Afterpay at $6. Now he’s found his next opportunity
Is this the least crowded opportunity in the market today?
No lithium, no worries for this outperforming small cap manager
Trailer: No lithium, no worries for this outperforming small cap manager
James Gerrish: Low risk equity returns are back (and these stocks provide them)
Why Morgan Stanley is overweight passive in this volatile environment
John Ayoub reveals WAMs playbook for volatile markets
Alan Kohler: We’re in for a recession we didn’t need to have
Trailer: Alan Kohler - We’re in for a recession we didn’t need to have
From a kosher butcher shop to one of the country’s largest family offices
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