<div style=”margin: 0 0 32px; padding: 20px 24px; background: #eef7fa; border: 1px solid #d0e8f0; border-left: 4px solid #1d93bd; font-family: -apple-system, sans-serif; font-size: 14px; color: #1a1a1a; line-height: 1.65;”><strong style=”display: block; margin-bottom: 6px; font-size: 15px; color: #215b81;”>Get all the stock tips in one place – only for Switzer Report subscribers</strong>
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. Start your free 21-day trial of Switzer Report to get access.</div>
This week, on a new-look Switzer TV, in partnership with Ausbiz, it’s all about Iran. But more than just who’s hitting who and what’s getting blockaded next: this time it’s all about how you can take up a defensive position on the market.
On this week’s show:
Peter Munckton, Chief Economist, BOQ talks about how the Australian economy was positioned heading into the Middle East crisis, what the RBA is likely to do next on rates, whether higher-for-longer interest rates will finally hit house prices, and where he still sees reasons for optimism in the local economy over the next 12 to 18 months.
Will Riggall, CIO, Bell Financial Group discusses the current macro backdrop and what it means for ASX companies, why a fast resolution to the conflict matters for both markets and Trump, how investors are positioning across asset classes amid geopolitical tension, and the stocks he’s watching most closely, including BHP, Telstra, ALS and Netwealth.
Andrew Dale, Partner at ECP Asset Management, shares his take on whether recent downgrades mark the start of a broader reset in tech valuations, why inflation risks may be building in the back half of the year, and where investors should be looking for opportunities across tech, energy and other parts of the market as volatility rises,
And Paul Rickard of the Switzer Report gives us an incredible insightful look into defensive stocks that won’t leave you holding the bag if the conflict suddenly resolves itself.
