A huge thank you to everyone who attended ‘Unlocking The Vault’ (and our prestigious panel, of course!). The event proved to be a fantastic success, and it was great to hear such positive feedback.
Please find a recording of the panel discussion below.
Unlocking The Vault – Key Points:
Interest rates have been the main game in 2023, but what now? Does the fight against inflation continue unabated, or has the heavy lifting been done?
How should investors think and invest in the ‘Megatrends’ of AI and decarbonisation?
What will be the key macroeconomic drivers for markets in 2024?
Banks, Supermarkets and Resources: how are the panel approaching these key ASX sectors?
Investment ideas the panel likes here and now and what they are doing accordingly in the market moving forward.
Australia’s premier market analysts and stock commentators are coming together for an intimate, exclusive, unmissable event.
Hosted by David Koch, and featuring James Gerrish, Marcus Padley and Ben Clark — join us in Sydney as we unlock the best stocks, markets and positions heading into Christmas.
Unlocking the Vault: Koch, Gerrish, Padley & Clark’s Portfolio Picks for 24
As a Market Matters member, you can attend this intimate and exclusive face-to-face event for free! Complimentary drinks will also be provided. Please note, tickets are strictly limited so make sure you register early to avoid disappointment.
David Koch (host): one of Australia’s foremost business and finance commentators, ausbiz co-founder, tv guru and start-up investor
James Gerrish: Lead Portfolio Manager with 20 years of experience, and primary contributor to Market Matters
Marcus Padley: Founder and Author of the stock market newsletter ‘Marcus Today’ which looks after thousands of self-directed investors. Marcus has a unique style, developed over forty years in the financial markets
Ben Clark: Portfolio Manager, TMS Capital High Conviction Fund, 20 years’ experience in markets with a proven track record
The Topics
Interest rates have been the main game in 2023, but what now? Does the fight against inflation continue unabated, or has the heavy lifting been done?
What will be the key macroeconomic drivers for markets in 2024?
Stocks, bonds or cash – what mixes are the panel considering as we approach a new year?
Investment ideas the panel likes here and now and what they are doing accordingly in the market moving forward.
We’re delighted to be able to put on such a prestigious event for members. It’s rare to hear from so many distinguished market voices and feels particularly apt with market uncertainty so high. As a group, we look forward to sharing our expertise and thoughts with you
Join Market Matters as we review the market sectors investors are currently leaving alone, sharing our thoughts as to why and the trends impacting behaviours.
Crucially, we’ll also highlight the key stocks that you should be watching, and the ‘buy now’ opportunities that shouldn’t be ignored. As investors know, when things turn it’s usually hard and fast. Specific sectors on MM’s radar will include:
Small caps
Property
Consumer staples
In what promises to be a highly informative and engaging webinar, join the Market Matters team of James Gerrish, Lead Portfolio Manager, Shawn Hickman, Research Lead, and Harry Watt, Portfolio Manager, as they wade through the uncertainty to discover the best value for investors.
Today’s webinar on the outlook for the resources sector and the stocks to consider in light of the global energy transition and decarbonization just finished. The webinar covered the strong performance of the technology sector compared to resources, raising the question of whether the gap has widened too much. We also highlighted certain commodities’ crucial role in driving the energy transition.
If you missed the webinar, don’t worry! We have a recording available for you to watch. Just click this image below
