If you are feeling confused right now, you can rest easy knowing you are not alone.
Since the beginning of the year, investors have been bombarded with a cacophony of conflicting market commentary on where best to invest. The indicators themselves, such as the VIX Index, the Coppock Indicator, and various sentiment surveys, 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's mandate, compliance team, or asset class. She's nothing if not completely honest.
And let's face it. That's really what we all need right now.
Giselle Roux has 35 years of market experience. She’s worked for the likes of Merrill Lynch, Citigroup, JBWere and Escala Partners. However, since 2019, she’s been providing independent advice to a handful of advisory groups.
In this podcast, Roux will be providing her unfettered opinion on markets, where there actually is true opportunity, as well as why she believes global growth looks challenged from here.
Note: This podcast was recorded on Thursday 22 June 2023.
Timestamps:
3:10 - Choose your information wisely
4:30 - Credit and liquidity is key
6:21 - Corporate finance is changing
9:30 - Explaining the charge in US tech
11:00 - The heavy burden of sovereign debt
13:30 - Stock market vs economy
15:30 - Future drivers of growth
19:30 - Finding 10% return
21:16 - Opportunities in smallcaps and midcaps
25:00 - Hold cash, but not for too long
27:50 - Is gold overrated?
30:00 - Don't put too much weight in history
32:50 - Cyber is here to stay
How to buy growth companies before they get expensive
Aboud: What I'd buy in a market crash
Finding income in a low-rate world
The theme to dominate this decade in markets
How an everyday investor competes with the pros
Two consumer stocks making it big overseas
50th episode special with Hamish Douglass
Nailing your asset allocation
How to pick stocks like a pro
Investing: A how to guide (Part 1)
Tagliaferro: How the '87 crash shaped my philosophy
Catherine Allfrey: Look over the horizon
The developed world is on the brink of crisis
The importance of saying "no"
Value, growth. Why don't we have both?
How to pick growth stocks that will keep on winning
Montgomery: The economics of enough
The five pillars of a quality stock
The hunt for predictable cash flows
Abnormal returns
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