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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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Friday May 21, 2021
Friday May 21, 2021
After underperforming the benchmark for more than a decade, financials are back - buoyed by a sudden switch to cyclical and economically sensitive stocks and an all-encompassing fear of impending inflation.
Since Pfizer and BioNTech's vaccine announcement in early November last year, Aussie financial stocks have risen nearly 30%, far outpacing the S&P/ASX 200's still impressive 11% return.
So, what are the biggest growth plays in the sector? Buckle up my friends, because in this episode of Buy Hold Sell, Livewire Markets' James Marlay sits down with local large-cap legends Matthew Haupt from Wilson Asset Management and Scott Olsson from Firetrail Investments to answer this very question.
Plus, they also share one COVID-bashed stock they believe is ready for a rebound.
Note: You can watch, read or listen to the discussion below. This episode was filmed on 12 May 2021.
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