Rising rates, rising volatility, and rising geopolitical tensions. It's tough being an equity investor in today's market.
But Australian investors have generally fared better than most. With a heavy skew towards resources and financials, both of which have outperformed the broader index in recent months, the ASX 300 has outperformed the S&P 500 by nearly 5%.
In the latest episode of The Rules of Investing podcast, I speak to John Lockton, Head of Investment Strategy at WILSONS. He shares his views on the banking, resources, and healthcare sectors following the recent reporting season, he tells us about one important macro issue the market is overlooking, and we hear about several Aussie stocks with significant upside.
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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
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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