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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 Oct 09, 2020
Friday Oct 09, 2020
It goes without saying that the outlook for markets and the global economy is highly uncertain due to COVID-19. The bulls believe we're in for a V-shaped recovery in 2021 if 'Operation Warp Speed' delivers a vaccine by year-end. On the other hand, there could be no cure. Or one which is ineffective or refused by a large segment of the population.
In an investing context, one strategy to play an uncertain outcome is to build a portfolio comprising quality companies whose earnings can re-rate materially in an optimistic scenario, whilst holding defensive stocks if the vaccine thesis doesn't pan out.
In this episode, Sean Fenton of Sage Capital and Matt Williams of Airlie Funds Management discuss seven companies that can set you up for offence and defence. They kick-off by discussing Qantas, Coles and Cochlear, and then each bring their best growth idea and their top defensive stock.
Visit Livewire Markets to access the video and edited transcript for this episode.
Note: This interview was recorded on 7 October 2020.
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