Buy Hold Sell: 7 ASX names set to thrive amid lower rates
The RBA meets next month, with the decision due on 20 May. Regardless of what happens with the election and despite this week's slightly hotter-than-expected inflation print, a rate cut is "locked in" according to Westpac. Many in the market agree.
And whilst some believe it is the last cut we could get for a while, the market is pricing in up to three more cuts for the rest of the year.
Should these cuts materialise, there is a cohort of capital-intensive and consumer-facing businesses that could benefit from lower debt costs and increased disposable income. Of course, this outlook needs to be balanced against the reason for the cuts in the first place - a slowing economy.
To help us understand where that balance lies, guest host Matthew Kidman of Centennial Asset Management was joined by Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management.
Together, they run the ruler over no less than five ASX companies that could benefit from lower rates. For good measure, they share a name that they believe will be a winner in a lower rate environment.
Please note this episode was filmed on 23 April 2025.
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5:50
With more rate cuts on the way, how are the pros adjusting portfolios?
With inflation finally heading in the right direction and Trump’s trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight.
A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment?
To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management.
In the episode, they dig into how lower interest rates influence portfolio construction, which sectors stand to benefit, and how professionals assess the impact on capital-intensive or heavily indebted companies.
They also explore the growing importance of dividends and yield in a low-rate environment, and, of course, share one rate-sensitive stock they believe the market is currently mispricing.
If you’re looking to sharpen your strategy in a shifting rate environment, this episode is not to be missed.
Please note this episode was filmed on 23 April 2025
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13:07
Buy Hold Sell: 3 ASX winners (and 2 losers) ahead of the RBA's next cut
With one rate cut already in the books and another expected from the RBA in May, the landscape for Australian equities is shifting fast.
Markets are now pricing in as many as three additional cuts over the next year, raising a critical question for investors: which ASX stocks stand to benefit - and which could struggle - as interest rates continue to fall?
In this episode, Centennial Asset Management's Matthew Kidman hosts Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management - two investors with deep insights into how monetary policy moves ripple through the ASX.
They reveal which companies they believe are poised to outperform in a falling rate environment, which ones are worth avoiding, and how they’re positioning their portfolios for what could be a very different 12 months ahead.
Please note this episode was filmed on 23 April 2025.
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3:31
Buy Hold Sell: With gold at $5000, where are the best opportunities?
The recent surge in gold prices has been described by some as a once-in-40-year gift for investors.
It has been a perfect backdrop for the precious metal, driven by a weaker US dollar, escalating US-China trade tensions, and growing concerns about global economic stability.
Gold equities have also participated in the rally, although not quite to the same extent as the underlying commodity.
So, where to for gold from here and which companies are best placed to capitalise? To help answer those questions, Livewire’s James Marlay was joined by Ben Richards from Seneca Financial Solutions and Daniel Sullivan from Janus Henderson.
Ben and Dan share their perspectives on the current gold market dynamics, where they are finding value amongst explorers, developers and producers, and – most importantly, which stocks they like.
Please note this episode was filmed on 9 April 2025.
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9:47
Buy Hold Sell: Battery metals stocks to buy (and those to avoid)
In the latest episode of Livewire’s Buy Hold Sell, host James Marlay is joined by two battle-hardened commodity experts to run the ruler over one of the most volatile and recently unloved sectors of the market: lithium and battery metals.
After a meteoric rise in 2021 and 2022, lithium prices have taken a sharp turn, falling significantly over the past year. This pullback has left many investors questioning whether the sector's structural tailwinds—such as electrification and the global energy transition—are still intact.
Joining the conversation are Ben Richards of Seneca Financial Solutions and Daniel Sullivan from Janus Henderson Investors, who share their insights on where value is emerging and what to steer clear of.
They delve into the recent price weakness, explore how far valuations have reset, and debate which companies and commodities are best positioned for a rebound.
Whether you're already exposed or just lithium-curious, this episode is essential viewing for anyone trying to navigate the next phase of the commodity cycle.
Please note this video was filmed on 9 April 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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