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This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Paul Rickard: Here’s to choosing stocks for your kids or grandchildren this Christmas
SwitzerTV: Switzer Investing TV (08/12/25): Superstar stocks under the microscope | Morgans chief economist predicts 2026 market
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
By SwitzerTV
This week, Peter Switzer is rejoined by co-host Paul Rickard. Together, the pair take on the higher than expected inflation result, why the market dislikes tech and growth stocks right now, and a few old favour..
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Paul Rickard: Portfolios outperform as ASX falls by 3% in November
SwitzerTV: Switzer Investing TV (01/12/25): 2026 stock market outlook – is the worst behind us? AND: How to get started with Bonds
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
My sense is investors will benefit from having more portfolio cash in 2026 and a higher weighting in fixed income. In the past few months, I’ve highlighted cash Exchange Traded Funds (ETFs). This week, my foc..
SwitzerTV: Boom, Doom, Zoom! | 27 Nov 2025: inflation is up, but so is the market!
