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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 Sep 15, 2020
Tuesday Sep 15, 2020
Since the market bottomed in late March, the S&P/ASX Small Ordinaries Index has soared over 40%. However, it's evident that the rebound is thus far two-tiered in nature; e-commerce and technology-oriented stocks have done much of the heavy lifting and left nearly everything else in their wake.
The key question for investors now is whether the dichotomy in sector performance presents an opportunity to take profit from the exuberantly expensive 'online' stocks and redeploy it into the laggards... or is it the case that the world really has changed and the COVID-19 winners will keep on winning?
Here, Gary Rollo of Montgomery and Chris Stott from 1851 Capital discuss this thematic and whether its time for investors to make a big portfolio pivot into the small caps which have been behind.
Visit Livewire Markets to access the video and edited transcript for this episode.
Note: This episode was recorded on 9 September 2020.
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