Dear %%first_name%%,
The bond market is tipping a US recession is coming. An inverted yield curve is a reliable indicator of a looming recession but does this mean a recession will happen? How worried should you be? And should you dump stocks or still buy them? I share my thoughts with you in my article today.
Also in the Report today, Paul Rickard reviews a product that’s the first of its type in Australia. Thanks to an innovation from Pengana Capital, retail investors can now access private equity through an ASX-listed trust that comprises a professionally managed and diversified portfolio of private equity investments. Read what Paul says about this possible “game changing” product in his review of it today.
As we all know, various forms of cancer are at the forefront of research and drug development for Aussie biotech companies. Although the path from clinical trials to actual use by patients is long and fraught with danger, it’s an area of great interest to sophisticated investors who understand biotech. In the Report today, James Dunn puts 4 Aussies cancer stocks under the microscope.
In Buy, Sell, Hold, – What the Brokers Say, FNArena registered 7 upgrades for individual ASX-listed entities, and 11 downgrades for the week ending 22 March, pointing out that many of the upgrades have a whiff of “surely this share price cannot stay this low (or lower) forever?” to it.
And finally, in Hot Stocks today, CMC Markets’ Chief Market Strategist, Michael McCarthy explains why he likes the automotive parts distributor Bapcor (BAP) and doesn’t like the implantable hearing solutions company Cochlear (COH).
Tickets are selling fast for the Switzer Investor Strategy Day, and as a valued subscriber, I’d like to invite you and a friend to attend. Click below to claim your complimentary tickets:
And this Wednesday morning I’m hosting a live webinar with Paul Black, CEO of WCM Investment Management. WCM’s investment process is based on the belief that corporate culture is the biggest influence on a company’s ability to grow its competitive advantage or ‘moat’. This process has resulted in WCM’s Quality Global Growth strategy outperforming the MSCI World Index by an annualised 5.3% per annum over more than a decade, with annualised returns over the past 10 years of 14.5%. Click here to register for this session.
Sincerely,
Peter Switzer