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.
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
Trailer: The global banking crisis has changed the game, and this is how to play it
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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