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Jun Bei Liu on why a falling economy may not mean a falling market

The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?

The ASX was one of the world’s top performing sharemarkets in 2022, and has burst out of the gates in 2023. So how do investors position themselves when the top might be in?

Jun Bei Liu of Tribeca Investment Partners shares her thoughts on:

  • Why the banking sector may have its best half yet
  • What reporting season has in store
  • What to buy in a sell off, and 
  • The stocks and sectors she’s staying away from*

* Including a top pick from a favourite guest

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.


About the Author
Gemma Dale , nabtrade

Gemma Dale is Director of SMSF and Investor Behaviour at nabtrade. She is the host of the Your Wealth podcast, a fortnightly podcast for investors, featuring insights and updates from markets and finance experts across a range of topics. She provides regular market and finance commentary on ausbiz and in other media including AFR, the Australian, ABC and commercial tv and radio. Gemma was previously the Head of SMSF Solutions for nab, and the Head of Technical Services for MLC, where she led a team of specialists providing advice to advisers and their clients on SMSF, super, tax, social security and aged care.