Buy Hold Sell: 3 ASX names set to benefit from rate cuts, hot property
There’s something stirring in the ASX property sector.
With interest rates finally trending lower, the landscape for real estate investment is beginning to shift. Cheaper financing, improving asset valuations, and a potential tailwind for yield-focused investors all mean that property stocks are starting to look a lot more compelling.
While they’ve been out of favour in recent times, could we now be witnessing the early signs of a comeback?
In this episode of Buy Hold Sell, we’re diving into the world of listed property - from retail to residential, industrial to office - to uncover where the best opportunities might lie.
To help make sense of it all, host Chris Conway is joined by two top investors who’ve seen more cycles than most: Matt Williams from Airlie Funds Management and David Wilson from First Sentier Investors.
Together, they run the ruler over three ASX-listed property stocks and discuss the macro forces driving the sector.
For good measure, Matt and David also name a property play (or two) they like right now.
Please note this episode was filmed on 30 July 2025.
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10:12
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10:12
Buy Hold Sell: 5 ASX financials (that aren't the banks!)
There has been a lot of focus on the banks over the past 12 months, and fair enough. Commonwealth Bank (CBA) has traded more like a growth stock, and its unexpected trajectory has warped not only its valuation but those of its peers.
Whilst debate about the reasons for CBA's rally rages on, investors might do well to remember that the ASX financials sector comprises more than just the Big Four - hard to believe, we know.
With that in mind, we've brought in the big guns to run the ruler over the other parts of the financial sector, including insurers and platform businesses. Joining host Chris Conway are Airlie Funds Management's Matt Williams and First Sentier Investors' David Wilson.
Together, they talk about the opportunities beyond the banks, run the ruler over three other key financial stocks, and each share an ASX name they particularly like in the space.
Oh, and just because we couldn't help ourselves, they also share whether any of the Big Four look appealing right now.
Please note this episode was recorded on 30 July 2025.
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8:27
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8:27
Buy Hold Sell: 6 stocks with above-market yields (and 2 from the managers)
With the headline yield for the ASX 200 now sub 4%, generating a decent yield from equities has become more challenging in recent years.
There are a couple of factors investors can screen for, however, to make the task a little easier.
First and foremost, make sure to look for companies with an above-market yield – otherwise, you might as well just buy the market. In this case, the line in the sand is 4%.
Secondly, look for companies whose consensus estimates suggest they will at least maintain, if not grow, their dividends over the next two years. As we all know, there is no point getting 8% one year, and then no dividend the following year – income investors crave consistency.
So, with those simple but powerful guardrails in place, Livewire’s James Marlay is joined by Peter Gardner from Plato Investment Management and Hugh Dive from Atlas Funds Management to run the ruler over a handful of stocks that meet the criteria.
For good measure, they each share a name that they like for its above-market yield and expected consistency in coming years.
Please note this episode was filmed on 16 July 2025.
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9:58
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9:58
Buy Hold Sell: Is there any value left on the ASX? (2 big buys revealed)
With the ASX hovering near all-time highs, you’d be forgiven for thinking the value train has left the station. But is that really the case? Or are there still pockets of opportunity hiding in plain sight?
In this episode of Buy Hold Sell, we dig into whether there’s any genuine value left in the market, and where two leading investors are finding it.
Dougal Maple-Brown from Maple-Brown Abbott and Hamish FitzSimons from AllianceBernstein share their philosophies, the must-have traits of a value stock, and what sectors they’re eyeing right now.
Plus, they name one stock to avoid - and one they’re buying.
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11:58
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11:58
Buy Hold Sell: 5 of your most popular ASX stocks (and 2 big buys)
We’ve crunched the numbers from Livewire Markets and Market Index to uncover the most-searched ASX stocks over the past 12 months, and now it’s time to put them under the microscope.
As you'd expect, big-name favourites lead the pack. But behind the ticker symbols are stories full of surprises, challenges, and potential - and that’s where the real insight begins.
Joining guest host Grady Wulff are two of the sharpest (and most entertaining) minds in the market: Henry Jennings from Marcus Today and James Gerrish from Market Matters.
Together, they weigh in on what’s driving investor interest and whether these companies still have room to run.
And to top it off, Henry and James each reveal one innovative stock they believe could make serious waves in FY26.
It’s fast, it’s fun, and it’s not to be missed.
Please note this episode was filmed on 18 June 2025.
Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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