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How to invest in a toppy market


How to invest in a toppy market
Like other bourses, the ASX is rallying on an optimistic growth story. The one potential hiccup, say fund managers, is inflation.
Scaling the dizzy heights of a market record also brings doubt about whether this is as good as it gets and if the only way forward is down. 
Simon Letch
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This month’s bullish prediction by the International Monetary Fund of the highest growth on record for 2021 confirmed what sharemarkets are already banking on – the global economy is firing up.
Encouraging COVID-19 vaccine trials late last year opened the door to a supercharged recovery, as massive fiscal spending continues this year with America’s $US1.9 trillion ($2.4 trillion) aid package. ....

Wesfarmer Bunnings , Arsineh Houspian , Hamish Tadgell , James Hardie , Paul Taylor , Nick Scali , Fidelity Australian Equities Fund , Federal Reserve , Sg Hiscock Co , Australian Financial , Qube Logistics , Mineral Resources , Reserve Bank , ஜேம்ஸ் ஹார்டி , பால் டெய்லர் , நிக் ஸ்காலி , நம்பகத்தன்மை ஆஸ்திரேலிய பங்குகள் நிதி , கூட்டாட்சியின் இருப்பு , ஸ்க் ஹிஸ்காக் இணை , ஆஸ்திரேலிய நிதி , க்வ்ப் தளவாடங்கள் , தாது வளங்கள் , இருப்பு வங்கி ,

2 ASX shares ready for a post-COVID rally: fundie


2 ASX shares ready for a post-COVID rally: fundie
Tony Yoo | April 16, 2021 9:00am |
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Ask A Fund Manager
In part 1 of our interview, SG Hiscock High Conviction Fund portfolio manager Hamish Tadgell told us the bank and the telco that his fund has bet on for a big year. Now in part 2, he reveals which 2 ASX stocks are set for a massive post-pandemic recovery.
Buying and selling 
MF: Which stocks have you sold off in the past couple of months? The markets have been volatile since we last spoke in January. 
HT: Yeah, they have. One position we’ve sold is ....

Hamish Tadgell , Scott Phillips , Cleanaway Waste Management Ltd , Sg Hiscock High Conviction Fund , Qube Holdings Ltd , Aska Fund , High Conviction Fund , Qube Logistics , New South Wales , Veolia Environnement , Motley Fool Share Advisor , ஸ்காட் பிலிப்ஸ் , க்வ்ப் ஹோல்டிங்ஸ் லிமிடெட் , அஷ்க நிதி , உயர் நம்பிக்கை நிதி , க்வ்ப் தளவாடங்கள் , புதியது தெற்கு வேல்ஸ் , வீலியா சூழல் ,