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4 stocks for offence and defence for today’s volatile markets

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Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Lately, it seems like hopes of a central bank pivot have been quashed.

The RBA recently made a surprise about-face to a more hawkish policy position, while the Federal Reserve continues to hint at rates staying higher for longer.

As you'd expect, investors have been following central bank statements like gospel. But markets are forward-looking and most of the world's indices are currently in the black in 2023.

So in this episode, Alphinity's Mary Manning and Forager's Chloe Stokes share their outlook on interest rates and recession, as well as their top stock picks for offence and defence in this environment.

Note: This episode was filmed on Wednesday 22 February 2023. You can read the edited transcript below:

https://www.livewiremarkets.com/wires/4-stocks-for-offence-and-defence-for-today-s-volatile-markets/

  continue reading

302 episoade

Artwork
iconDistribuie
 
Manage episode 356617392 series 2656707
Content provided by Livewire Markets. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Livewire Markets or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Lately, it seems like hopes of a central bank pivot have been quashed.

The RBA recently made a surprise about-face to a more hawkish policy position, while the Federal Reserve continues to hint at rates staying higher for longer.

As you'd expect, investors have been following central bank statements like gospel. But markets are forward-looking and most of the world's indices are currently in the black in 2023.

So in this episode, Alphinity's Mary Manning and Forager's Chloe Stokes share their outlook on interest rates and recession, as well as their top stock picks for offence and defence in this environment.

Note: This episode was filmed on Wednesday 22 February 2023. You can read the edited transcript below:

https://www.livewiremarkets.com/wires/4-stocks-for-offence-and-defence-for-today-s-volatile-markets/

  continue reading

302 episoade

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