Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by his good friend and long-time market guru Jonathon Higgins from Unified Capital Partners – along with Jonathon's colleague, James Bisinella, Senior Equities Research Analyst at UCP in Melbourne.
Most listeners will already be familiar with Jonathon's valuable contributions over the years, and James brings his own sharp perspective to the table.
First of all, congratulations are in order – with some standout stock picks recently, it's fair to say their clients must be pretty happy.
Talking Points
- How should investors feel about the market right now?
- Is the hype in AI and tech starting to look overvalued – and is that a concern?
- Which sectors are worth watching for outperformance?
- What are your top three stocks to buy now – and why?
- ZIP has had a great run – can it keep going?
- EOL has been an absolute screamer from Jonathon – is there more to come?
- What risks or Black Swan events are on the radar right now?
- Where should investors be taking profits?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
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