Two standout stocks and why the ASX will push higher

2021-09-06

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Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy. And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months. Centennial Asset Management's Matthew Kidman is joined by Market Matter's James Gerrish and 1851 Capital's Chris Stott for this ripper of an episode, ...

Interest rates aren't going anywhere anytime soon, and Australia is still awash with accommodative fiscal and monetary policy.

And while the S&P/ASX All Ordinaries is already up 12.42% year to date, our fundies in this week's thematic episode of Buy Hold Sell believe that the ASX can continue to storm even higher over the coming 12 to 18 months.

Centennial Asset Management's Matthew Kidman is joined by Market Matter's James Gerrish and 1851 Capital's Chris Stott for this ripper of an episode, where they explain why this August reporting season has left them feeling resoundingly bullish.

"That's probably a scary thing to say; it scares me a little bit. But from what I have seen I think we should maintain a bullish stance," Gerrish says.

Our fundies also discuss two standout stocks from earnings season, as well as how they are positioning their portfolios for the months ahead.

Note: This episode was filmed on Wednesday 1st September 2021. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/two-standout-stocks-and-why-the-asx-will-push-higher

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