In this month's episode Grady Wulff, Market Analyst at Bell Direct, discusses Bell Direct's key sectors for 2024. Join Jacinta and Grady as they review the latest Bell Direct research and provide an outlook for key sectors such as tech, materials, healthcare, REITs and much more.

Jump ahead to the sectors you are most interested in:

3.00     2023 overview

4.40     Technology

10.26   Consumer discretionary

19.15   Materials

30.04   Financials

33.22   Consumer staples

37.41   REITs

39.46   Healthcare

44.04   Recap

 Produced by Piccolo Podcasts:

https://piccolopodcasts.com.au/

If the ultimate goal of investing is to buy low and sell high, investors will benefit from understanding the economic cycle, and that markets slowing down isn't something to be fearful of but something that happens time and time again. According to Julia Lee, SPDR ETF Equities Strategist APAC, from State Street Global Advisors, investors should use this knowledge to become more confident in their investments and to keep their financial goals for the long term rather than panicking when there is a market slowdown. 

In this episode, Julia and Rory explain the four phases of the economic cycle and then reflect on the current economic environment at a global level and then domestically at what is happening in Australia, what is inflation and why we need to tackle it, and what investors should be thinking about as they look to position their portfolio giving that backdrop.

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Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. 

This short podcast is hosted by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts. Jacinta is joined by Rob Nash, ASX's oracle of equities.

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In November the RBA announced another rate rise of 25 basis points to 4.35%. Consumer spending continues to be affected as people feel the cost of living pressures combined with sticky inflation and low wages growth.

This month Jacinta is joined by Will Curtayne, Portfolio Manager at Milford, to discuss how to find value in companies when the economy is facing persistent inflation and continued interest rate rises. This is a jam-packed episode full of insights about sectors such as materials, tech and banks, the role of cash, stories from the earning season and opportunities Milford are considering as part of their investment strategy. Plus Will explains Milford's investment approach to assess company value.

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Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. 

This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Rob Nash, ASX's oracle of equities.

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Over the past few years there has been substantial divergence between large and small cap stocks, and this month's guest, Brittany Isakka from Spheria Asset Management, believes there is evidence that some sectors have started to show signs of convergence.

In this episode, Rory and Brittany explain why micro and small cap indices have underperformed and the drivers that are showing that sector recovery is on its way. They also discuss Spheria's research approach of fundamental bottom up analysis and review a couple of stock stories from their portfolio.

Show notes: @6min 40sec, when Brittany says “the index consists of 12,000 stocks”, we should clarify that there are approximately 12,000 stocks globally with a market cap between US$500m and $25bn.

See omnystudio.com/listener for privacy information.

Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. 

This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts.

Access to financial literacy has helped the overall understanding of the exchange traded product (ETP) landscape and the opportunity these products provides for investors. In Australia the ETP space is still growing and is expected to increase exponentially over the next several years.

In this episode of the Ideas Exchange, Jacinta King and Tamara Haban-Beer Stats, Director, ETF and Index Investments Specialist, iShares by BlackRock, discuss the drivers behind the projected growth of ETPs and review the takeaways from the iShares mid-year outlook: higher for longer interest rates, pivoting to new opportunities, and the impact of mega-forces. They also tackle some common questions about ETPs.

See omnystudio.com/listener for privacy information.

Listen to a ASX’s monthly Market Wrap podcast, in which we look back at the month that was. We review the key events that have impacted markets, top performing stocks and sectors, as well as key market movements. 

This short podcast is hosted by ASX’s Graham O’Brien, a leader in the finance industry with 20 years’ experience in equity derivatives an expert on how the Australian market works. Graham is joined by Jacinta King, Business Development Manager, Investment Products at ASX, who has vast experience working in funds management across global and Australian equities as well as listed property trusts.

See omnystudio.com/listener for privacy information.

With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like there is nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small cap Australian shares. First they define small caps and the typical profile of the companies on the ASX that are part of that sector. Then they review some common misconceptions, and explore the benefits and challenges of investing in small caps.

Even though the sector has underperformed over the last 12 months, Simon explains that considering a longer term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio and presents a case study on two of their most successful stocks.

See omnystudio.com/listener for privacy information.