In this Order Pad episode, Candice and Felicity firstly walk through their 2025 asset allocation strategy and calls for having a preference towards domestic and global growth small to mid cap stocks.
Candice is keen on jewelry retailer Lovisa (LOV:ASX) as they continue to dominate in the sector and expand their global store count...not including Antarctica.
Felicity reiterates her buy conviction for Chrysos Corporation (C79:ASX) as a gold technology play to add to your portfolio in 2025 to also act as an inflationary hedge and safe haven investment in times of volatility.
Tune into this episode for asset allocation insights and of course our top investable ideas as we look ahead into the new year.
Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here.
Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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