1.1M
Downloads
396
Episodes
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.
Episodes
Friday Jun 25, 2021
Friday Jun 25, 2021
Well, I think we can all agree it's been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly, have been put on ice.
The past few weeks in bond markets have been equally volatile. In fact, despite all this talk of inflation, US 10 Year Treasuries have been heading south, earlier this week dropping to their lowest level since February 24. So what does this all mean for Livewire reader's favourite asset class, equities?
Well, Watermark Funds Management's Justin Braitling and TMS Capital's Ben Clark believe it may be time to cycle into defensives, with a possible correction in reflationary names on the horizon.
But what defensives are worth a look? Well, in this COVID-safe episode of Buy Hold Sell Centennial Asset Management's Matthew Kidman joins Ben and Justin to crack this very conundrum.
Watch the video below to discover their positions on Ramsay Healthcare, Telstra, AGL, Sydney Airport, and Atlas Arteria.
Note: This episode was filmed on 23 June 2021.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.