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Why 2024 could be a year for ASX bulls 8 месяцев назад


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Why 2024 could be a year for ASX bulls

Dr Don Hamson from Plato Investment Management, Marcus Burns from Spheria Asset Management and Blake Henricks from Firetrail Investments joined Livewire's Sara Allen for a panel discussion to explore what matters for Australian equities in 2024. They also share three charts with an interesting story about the market and share how they are allocating client cash next year. To round things out, they also participated in a rapid fire to close out the panel. This panel was filmed on 13 December 2023. The information and stocks discussed do not take into account your personal financial objectives or concerns and should be considered general in nature. Please do your own research before investing, or seek expert advice. Topics discussed. 0:00 - Introduction 0:43 - Segment 1 - What matters most for Australian equities 2:13 - Valuations across Australian equities 4:18 - Where investors are focusing on too much 5:56 - Segment 2 - A picture tells a thousand words. Three charts 9:28 - Segment 3 - Portfolio positioning in 2024 12:10 - Rapid fire Follow us: Linkedin:   / livewire-markets   Twitter:   / livewiremarkets   Google: https://news.google.com/publications/... 🎧 Listen to our podcasts 🎧 📊 The rules of Investing Spotify 🎙️: https://open.spotify.com/show/4yjyRDX... Apple Podcasts 🍏: https://podcasts.apple.com/au/podcast... 📈 Buy Hold Sell Spotify 🎙️: https://open.spotify.com/show/1RVgsnq... Apple Podcasts 🍏: https://podcasts.apple.com/au/podcast... General Advice Warning Livewire gives readers access to information and educational content provided by financial services professionals and companies (”Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

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