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.
Is a golden era for income investors coming?
How Perpetual’s Vince Pezzullo invests when multiples retreat
The best inflation protection you can get
Oscar Oberg’s bear market guide to oversold small caps
Why Allan Gray is still bullish energy and cautious on darlings like CSL
Simon Shields: These stocks are turning market headwinds into competitive advantage
Ben Griffiths: A bull waiting for these three signs to charge at small caps
Charlie Jamieson: Bond market pricing in ”extraordinary” rate hikes
Like the traditional resources sector? Here’s why you’re gonna love renewables
The Greatest Hits (Volume 1)
3 ingredients for small cap success
The companies that Wall Street legend Jim Chanos is shorting in 2022
3 Aussie stocks for today’s market
Why Platinum is short US tech stocks and long China
What war in Ukraine means for investors
The real reason Aussie housing is expensive
One sector with 50 years of growth ahead
Season‘s greetings from Livewire Markets
Quality and growth: How Ben Clark consistently finds winners
The biggest opportunity since the internet
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