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    07 July 2023

    In an episode of Livewire Markets’ Buy Hold Sell, Michael Maughan caught up with Ally Selby and Andrew Martin (Alphinity Investment Management) to discuss the impact of the mortgage cliff on Australian banks and the two stocks he believes will benefit from higher rates.

    07 July 2023

    Michael Maughan

    Portfolio Manager
    Is this now an opportunity for china exposed stocks?

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    Small caps with their own ‘moat’.

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    Who were the standout performers this season?

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    Tyndall AM deepens Small Caps team.

    NHS backlog and its impact on Australia’s top healthcare names.

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    Episode five: Amcor merges with Berry in $13bn deal.

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