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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 Apr 06, 2021
Tuesday Apr 06, 2021
As Winston Churchill memorably put it in 1940, after a year in which Britain almost succumbed to a different sort of wide-ranging existential threat that the world faced down in 2020: "We're not at the beginning of the end but the end of the beginning."
It was an observation that reset expectations soberly and sanely, summoning the blood and stiffening sinews. And all of us surveying the current economic moment to gauge precisely where we're at could probably use a bit of the same clear-eyed judgment.
Cue Airlie Funds Management's Emma Fisher and Alphinity Investment Management's Stuart Welch who both argue we are halfway through the economic recovery having clambered out of the pit of despair that gripped markets 12 months ago
In this episode of Buy Hold Sell, Centennial Asset Management's Matthew Kidman finds out how they are positioning their portfolios in the current environment. Plus, Emma and Stuart share one stock that they believe has emerged stronger from the COVID-19 crisis.
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