25 June 2021
Well, I think we can all agree it’s been a strange week. Masks are once again mandatory in New South Wales, borders are shuttered, and travel plans, devastatingly, have been put on ice.
The past few weeks in bond markets have been equally volatile. In fact, despite all this talk of inflation, US 10 Year Treasuries have been heading south, earlier this week dropping to their lowest level since February 24. So what does this all mean for Livewire reader’s favourite asset class, equities?
Well, Watermark Funds Management’s Justin Braitling and TMS Capital’s Ben Clark believe it may be time to cycle into defensives, with a possible correction in reflationary names on the horizon.
But what defensives are worth a look? Well, in this COVID-safe episode of Buy Hold Sell Centennial Asset Management’s Matthew Kidman joins Ben and Justin to crack this very conundrum.
Watch the video below to discover their positions on Ramsay Healthcare, Telstra, AGL, Sydney Airport, and Atlas Arteria.
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