What the experts have been buying & selling

Livewire Exclusive

Livewire Markets

A lot has changed in markets this year; commodity prices have rallied, the big banks’ share prices have all fallen > 10%, Britain has voted to leave the EU, the Chinese Yuan has fallen in value, and political uncertainty has increased around the developed world. Changes in market conditions usually lead to changes in portfolio make-up, so we asked some of our regular contributors what changes they’ve been making to their portfolio, and why. Matt Haupt tells us about a recently listed small-cap with a bright future, Justin Braitling shares an undervalued French media conglomerate with some unique assets, and Prasad Patkar explains why they’ve recently sold down three stocks in their portfolio. (VIEW LINK)


3 stocks mentioned

Livewire Exclusive
Livewire Markets

Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment