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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With extended lockdown and border closures looking set to continue, is there any hope for the most vulnerable industries? Tourism, REITs, banks and energy have all fallen victim to the shocks in consumer spending, government policy and travel restrictions brought about by the pandemic.
Despite these short-term hardships however, there’s an abundance of value and opportunity for the patient investor willing to dig into some of these distressed pockets of the market, explain Matt Williams from Airlie Funds Management and Sean Fenton from Sage Capital. In this thematic, Matt and Sean discuss whether they are bullish or bearish across the four worst affected sectors, as well as the stocks that are set to benefit from a return to relative normality.
Visit Livewire Markets to access the edited transcript or podcast for this episode.
Note: This episode was filmed on 7 October 2020.
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