How to rotate your portfolio like a pro in 2022 - Livewire

By Livewire Markets |  08 February 2022
Simon Conn

IML’s Simon Conn and Elston’s Bruce Williams join Livewire’s Ally Selby and discuss portfolio positioning for the year ahead as volatility has increased and markets adjust to expectations of higher interest rates.

They talk about the sectors they like, the ones they’re avoiding, and Simon names stocks he likes in the consumer discretionary and telcos sectors.

Watch the video or listen to the podcast below. 

 

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