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/
Buy Hold Sell: 5 stocks to play the commodities squeeze
The party in commodities isn’t over
Buy Hold Sell: 5 stocks riding the red-hot energy sector
Buy Hold Sell: 3 of the highest returning ASX200 stocks and 2 being overlooked
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
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