Buy Hold Sell, by Livewire Markets

Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates


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It's clear that rising rates haven't been great for local and global share markets. High P/E names, those that have led the world's major bourses over the past few years, have run and tripped off a cliff, and look to be heading for an awkward and uncomfortable belly flop in the dark waters below.
Either way, the next few months are likely to be painful for investors. But they don't have to be. In fact, there are some stocks, other than banks and commodities companies, that can surprisingly benefit from the rising rate cycle. 
So in this episode, Livewire's Ally Selby was joined by Tribeca Investment Management's Jun Bei Liu and TMS Capital's Ben Clark for a look at three stocks that profit from rising rates and inflation. 
Plus, they also both name one company with surprising upside ahead as the RBA continues on its aggressive rate hike cycle. 
 Note: This episode of Buy Hold Sell was shot on Wednesday 11th May 2022. You can read an edited transcript below: 
https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-that-surprisingly-benefit-from-rising-rates/
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Buy Hold Sell, by Livewire MarketsBy Livewire Markets


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