What does the perfect ASX lineup look like in today’s market?
With the FIFA World Cup excitement building, First Sentier Investors’ Dushko Bajic takes on the role of manager in this special edition of Buy Hold Sell, selecting his ultimate starting XI of Australian stocks.
From dependable defenders and experienced leaders to creative playmakers and high-conviction attackers, Dushko shares the companies he believes have the right mix of resilience, quality and growth potential to perform across market cycles.
In this episode, he explains why each stock earned a place in his squad, how he’s thinking about portfolio construction in the current environment, and which businesses he believes are best positioned to deliver for investors over the long term.
And for football fans, Dushko also weighs in on the Socceroos’ World Cup prospects and reveals the nation he believes will go all the way.
Watch the full episode below.
To view the episode on Livewire’s website, click here: https://www.livewiremarkets.com/wires/buy-hold-sell-a-world-cup-asx-best-xi
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