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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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Monday Nov 15, 2021
Which stocks to own as rates rise (and 2 fundie favourites)
Monday Nov 15, 2021
Monday Nov 15, 2021
Just like Tesla's share price, helium-filled balloons, or my editor's blood pressure when I write these wires, sometimes things just rise. It's inevitable.
Rates, on the other hand, have been on a downhill trajectory for a good 30 years. Now, it seems that they too may be on the way up.
In fact, the RBA recently dropped its reference to rates rising "not before 2024", with economists around the country now forecasting that rates could get a hike far, far sooner (some have predicted that cash rates could rise in November 2022).
So in this thematic episode, Livewire's Ally Selby is joined by Stuart Welch from Alphinity and Rhett Kessler from Pengana for their thoughts on the stocks you should be buying (and avoiding) in this environment.
Plus, they also name two stocks that can benefit from inflationary tailwinds over the months and years to come.
Note: This episode was filmed on Wednesday, 10 November 2021. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/which-stocks-to-own-as-rates-rise-and-2-fundie-favourites/
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