InvestSMART

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.
By · 7 Nov 2018
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7 Nov 2018 · 47 min read
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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.

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