All the stock tips in one place — only for Switzer Report subscribers
Each week after Switzer Investing TV goes to air, we compile the stocks and ETFs discussed by our expert guests into this convenient summary for Switzer Report subscribers. Use it to quickly compare the expert takes, revisit key quotes, and keep track of what our experts are watching.
Each week after Switzer Investing TV goes to air, we compile the stocks and ETFs discussed by our expert guests into this convenient summary for Switzer Report subscribers. Use it to quickly compare the expert takes, revisit key quotes, and keep track of what our experts are watching.
On this week’s show:
- Amy Lomas from PwC opened the show with her view that the RBA cash rate peaks at 4.7 per cent, with one more hike expected before year-end, and her watchpoints for tomorrow’s Federal Budget.
- Jamie Hannah from VanEck walked through the state of the ETF market, where the flows are heading, and the case for equal-weighted ETFs as a way to escape the concentration of the ASX 200.
- Armina Rosenberg from Minotaur Capital made the case that the AI infrastructure trade has broadened beyond Nvidia to memory chips, naming SK Hynix and Micron as her preferred expressions and flagging Lenovo, Dell and Asus as shorts.
- Sebastian Mullins from Schroders closed the show with his view that interest rates will stay structurally higher, the case against private credit, and how Schroders’ PAYS, HIGH and GROW ETFs fit different income investor needs.
