The most successful investors seek out roads less travelled and avoid well-worn paths.

 

To help you steer clear of some of the most popular trades, those whose best days are likely behind them, we’ve gathered half a dozen successful fund managers.

 

In this podcast, they delve into a handful of investment themes – including one sector that’s riding the coattails of the energy transition and a dangerous currency play, among others – that are waving red flags currently.

 

Guest order in this podcast: 

Nick Griffin, Munro Partners

Nick Sladen, LSN Capital Partners

Marcus Padley, Marcus Today

Robert Gregory, Glenmore Asset Management

Michael Goldberg, Collins St Asset Management

Dion Hershan, Yarra Capital Management

Note: We would like to thank the fund managers for sharing their insights for 2023 in the spirit of the Outlook Series. All of the fund managers featured in this series run diversified portfolios. This is not intended to be a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own. 

This vision was filmed on the 13th of December 2022. You can read an edited transcript below: 

https://www.livewiremarkets.com/wires/4-crowded-trades-to-avoid-in-2023