Buy Hold Sell: Winners & Losers from Rising Rates
In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp. What we learn is that both Matthew Haupt and Vince Pezzullo have some clear views on the winners and losers should rates head higher.
Key Points
- Recent economic data is pointing to a rosier picture for the Australian Economy
- Two of Australia’s largest institutions have changes their interest rate forecasts
- Bond markets are also pricing in higher interest rates
- Time to think about how your holdings might be impacted by higher rates
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Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.
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4 stocks mentioned
2 contributors mentioned
Livewire Markets
Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.
Expertise
Livewire Markets
Buy Hold Sell is a weekly video series exclusive to Livewire. In each episode two fund managers give their views 'Buy, Hold or Sell' on five ASX listed companies. Not recommendations, please read the disclaimer and seek advice where appropriate.
Expertise
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