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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
    A trip to the US: Lessons in avoiding value traps.

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    The big calls of 2024 – where are they now (and what’s next?).

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    ESG INSIGHTS: BHP’s emissions reduction pathway.

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    Walking a tightrope between economic uncertainty and value opportunity.

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    Improving after tax returns within Equities.

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    ESG INSIGHTS: Is PFAS the next asbestos?

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