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Investors are being spruiked with products offering exposure to themes and are becoming ‘theme junkies’ as they chase the latest thematic vehicle. ....
Buy, hold, sell: Fund managers No.1 stock picks for 2021 Jan 8, 2021 – 4.04pm Share Matthew Kidman: Here we are, it s the holy grail. Who is going to tip the best stock for 2021? Everyone wants to be standing on the podium, and everyone wants to be a gold medal winner. You re going to hear it first here. James Marlay: Small caps have been the right place to be in Livewire s fundies tips for the past few years. What s your number one pick for 2021 and why do you like it? Olivia Salmon, Lennox Capital Corporate Travel Management – it was our number one pick for the re-opening trade when we were getting bullish again on equities. I think that the market s fears that Zoom calls or phone calls will be the way of the future and no one will travel anymore is overblown. ....