Every year, there are a couple of critical investment decisions that investors need to get right in order to set themselves up for a good year.

These big decisions often trump stock picking or catching the latest fad at the right time. Rather, they are fundamental to giving yourself a fighting chance of outperforming.

This year, if you did nothing else, buying the banks and selling the miners proved fruitful. A close second would have been staying long and strong in tech names, despite some of the nosebleed valuations we’ve all witnessed.

So, what are the key themes investors need to have on their radar as we head into 2025? To answer that question, Livewire’s Hans Lee sat down with Henry Jennings from Marcus Today and Hugh Dive from Atlas Funds Management.

In this episode, they reflect on what worked and what didn’t in 2024. They also highlight the key themes investors should have on their radars in 2025.

For good measure, they each pick one stock that they would bet the house on – if they had to. - and one stock to avoid. 

Note: This episode was recorded on Wednesday 4 December 2024.