Buy Hold Sell, by Livewire Markets
Business:Investing
Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable.
Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up.
In fact, the RBA recently dropped its reference to rates rising "not before 2024", with economists around the country now forecasting that rates could get a hike far, far sooner (some have predicted that cash rates could rise in November 2022).
So in this thematic episode, Livewire's Ally Selby is joined by Stuart Welch from Alphinity and Rhett Kessler from Pengana for their thoughts on the stocks you should be buying (and avoiding) in this environment.
Plus, they also name two stocks that can benefit from inflationary tailwinds over the months and years to come.
Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/which-stocks-to-own-as-rates-rise-and-2-fundie-favourites/
Finding the value in growth stocks
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
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