How to ride an ageing bull market
Portfolio Manager, Nathan Bell sits down with Gemma Dale from nabtrade to discuss the recent volatility and what stock’s he’s most excited about despite the risks of a downturn in share prices. The following podcast was recorded on 15 October 2018.
With both the ASX200 and the tech-heavy Nasdaq having dropped 8% from their August highs, many investors are asking if recent market falls are the beginning of the end for the longest bull market in history. Rising US interest rates, a resurgent US dollar, stretched valuations and potential trade wars all loom as potential catalysts for a correction.
In this timely and wide-ranging conversation, Nathan Bell, portfolio manager at InvestSMART, gives his views on the significance of recent market volatility, and his thoughts on:
- Why he believes the ASX could generate returns twice as strong as the S&P500 over the next 10 years,
- What stocks he holds – and which he’s avoiding – on the ASX and overseas today,
- Financials in the context of a tightening credit cycle and a slump in property prices, and
- Which companies he’s most excited about despite the risks of a downturn in share prices.
Join Nathan Bell for his upcoming webinar, 'Opportunities for Income & Growth' on Wednesday, 21 November, at 10:30am (AEDT) where you can ask him questions directly. Register here.
Frequently Asked Questions about this Article…
Nathan Bell discusses the recent market volatility and suggests that while the ASX200 and Nasdaq have dropped 8% from their highs, this may not necessarily signal the end of the bull market. He highlights factors like rising US interest rates and potential trade wars as possible catalysts for a market correction.
Nathan Bell believes that the ASX could generate returns twice as strong as the S&P500 over the next 10 years due to various market dynamics and opportunities he identifies within the Australian market.
Nathan Bell shares his excitement about certain stocks despite the risks of a downturn in share prices. However, specific stock names are not mentioned in the article, so investors are encouraged to listen to his insights for more details.
Nathan Bell discusses financials in the context of a tightening credit cycle and a slump in property prices, indicating a cautious approach given these economic conditions.
Nathan Bell points out rising US interest rates, a resurgent US dollar, stretched valuations, and potential trade wars as significant risks that could lead to a market correction.
Investors can join Nathan Bell for his upcoming webinar, 'Opportunities for Income & Growth,' where he will discuss market opportunities and answer questions directly. The webinar is scheduled for Wednesday, 21 November, at 10:30am (AEDT).
Nathan Bell takes a strategic approach by identifying stocks he holds and those he avoids on the ASX and overseas, considering the current market volatility and potential risks.
Investors interested in Nathan Bell's insights can register for his webinar, 'Opportunities for Income & Growth,' by following the registration link provided in the article.
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