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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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Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
An investor's portfolio can say a lot about their outlook for markets. With vaccines on the way, a settled election and the index returning to its February 2020 highs the consensus is painting a rosy picture for equities. However, making a return on this good news after the fact is easier said than done.
That's like calling a bookmaker after the Melbourne Cup and saying, "Makybe Diva's won, I want to put some money on it." says Steve Johnson of Forager Funds.
In this thematic, Matthew Kidman leads the panel with Steve and Ben Rundle of NAOS Asset Management as the trio discuss their insights for 2021, the current opportunity set in the market and which sectors are presenting valuable opportunities right now.
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