Since the beginning of the year, investors have been bombarded with a litany of conflicting market commentary on where best to invest. The indicators themselves also seem to be pointing in opposing directions. For equities focused fund managers, there’s plenty of opportunity hidden within the world’s major indices. For fixed income investors, there’s more opportunity than ever before in bonds. In the end, everyone is talking their own book. And who can blame them? How else are they meant to attract investors’ hard-earned cash.
This week's guest is different. She’s completely independent and unrestricted by any investment management firm or asset class.Giselle Roux has 35 years of market experience. She’s worked for the likes of Merrill Lynch, Citigroup, JBWere and Escala Partners. Since 2019, she’s been providing independent advice to a handful of advisory groups.
In tomorrow's podcast, Roux will be providing her unfettered opinion on markets, where she is seeing opportunity, as well as why she believes global growth looks challenged from here.
Here's a preview of what you can expect.
Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)
Matthew Kidman: Get ready to run with the bulls
Hedge fund managers never name their shorts. This one does...
Bob Desmond names his ”forever” stock
Trailer: Bob Desmond, Claremont Global
3 reasons why the US economy has achieved a miraculous ”soft landing”
Blackwattle’s Ray David is raising red flags about market darling CSL
Trailer: Blackwattle’s Ray David is raising red flags about market darling CSL
Livewire Live is back in 2023!
What do counting cars and delivering an 18% pa return for investors have in common?
Regal’s ultimate guide to microcap investing in 2023
Trailer: The ultimate guide to microcap investing in 2023
The only ASX stock with a return on equity of over 50%
Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks
Trailer: Small caps are primed to rally, and it doesn’t happen without these stocks
Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)
Trailer: Fidelity’s Paul Taylor reveals his secret sauce for finding long-term compounders
This energy company hasn’t seen conditions this good in 25 years
Trailer: This energy company hasn’t seen conditions this good in 25 years
Giselle Roux’s fluff-free take on the market (and where you can find opportunity today)
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