Unless you've been living under a rock, you've probably noticed it's been an incredibly strong six months for global markets.

The ASX 200, for instance, has rebounded 13% over the past six months, while the S&P 500 and NASDAQ 100 have soared 23% and 24% respectively over that same period.

Elsewhere in the world, the UK's FTSE 100 has lifted 6% in six months, Japan's Nikkei has skyrocketed 28%, and India's Nifty 50 has enjoyed a 15% bump. All in all, the MSCI World Index (USD) is now 21% higher than it was six months ago. And to think, we haven't even seen Fed rate cuts yet!

So, in this episode, Livewire's James Marlay was joined by Blackwattle Investment Partners' Tim Riordan and Auscap Asset Management's Will Mumford for their analysis of three stocks that are yet to participate in the market rally.

And just because you can't truly appreciate the highs without the lows (and the good without the bad), we also asked our fund managers to name one soaring darling that they believe will soon run out of steam.

Note: This episode was recorded on Wednesday 27 March 2024. You can read an edited transcript below.

https://www.livewiremarkets.com/wires...

Timecodes:
0:00 - Intro
0:30 - Is Orora a buy, hold or sell?
2:54 - Is Endeavour Group a buy, hold or sell?
4:33 - Is Arcadium Lithium a buy, hold or sell?
7:02 - Tim Riordan's stock that will run out of steam
7:53 - Will Mumford's stock that will run out of steam