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2 stocks fundies would bet the house on and the biggest risks for investors over the next 12 months
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After a decade of Growth taking the market by storm, Value came back in a real way in 2022.
Both locally and abroad, cyclical and economically sensitive stocks such as financials, materials, infrastructure and energy companies all saw their share prices soar. It was all thanks to rising interest rates, skyrocketing inflation, Russia's war in Ukraine, and a supposed "return to fundamentals".
But since the beginning of 2023, things have changed once again. Growth darlings like Nvidia (NASDAQ: NVDA) are up 177% since the beginning of the year.
So is this a sign that it's Growth's time to shine once again in 2023? And what is the biggest risk investors should have on their radars over the year ahead?
To find out, Livewire's Ally Selby was joined by Antipodes' Jacob Mitchell and PM Capital's Paul Moore for their secret to finding Value in today's volatile market and the headwinds facing earnings over the next 12 months.
Plus, for a bit of fun, we asked them to select one stock they would bet their own house on right now. And their answers are sure to surprise you.
Note: This episode was filmed on Wednesday, May 31 2023. You can read an edited transcript below:
Both locally and abroad, cyclical and economically sensitive stocks such as financials, materials, infrastructure and energy companies all saw their share prices soar. It was all thanks to rising interest rates, skyrocketing inflation, Russia's war in Ukraine, and a supposed "return to fundamentals".
But since the beginning of 2023, things have changed once again. Growth darlings like Nvidia (NASDAQ: NVDA) are up 177% since the beginning of the year.
So is this a sign that it's Growth's time to shine once again in 2023? And what is the biggest risk investors should have on their radars over the year ahead?
To find out, Livewire's Ally Selby was joined by Antipodes' Jacob Mitchell and PM Capital's Paul Moore for their secret to finding Value in today's volatile market and the headwinds facing earnings over the next 12 months.
Plus, for a bit of fun, we asked them to select one stock they would bet their own house on right now. And their answers are sure to surprise you.
Note: This episode was filmed on Wednesday, May 31 2023. You can read an edited transcript below:
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