6 October 2022
We probably should have all seen it coming. Markets around the globe have taken a dive as central banks reel in the “free money” that we have enjoyed over the past few years and start to raise rates in a bid to curb the kryptonite of markets – inflation.
In this episode of Buy Hold Sell, Livewire’s Ally Selby was joined by TMS Capital’s Ben Clark and Tribeca Investment Partners’ Jun Bei Liu for a look at their highest conviction positions right now.
Stocks discussed include: ALL, TWE, DRR, CSL, RMD.
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