Buy Hold Sell, by Livewire Markets
Business:Investing
Investing in global stocks opens up a world of opportunities, literally. For instance, the MSCI World Index returned an impressive 22.35% last year, while your top 10 global stock picks for 2021 pulled in a respectable 14.59% (outperforming both your Aussie large and small-cap favourites, and by a long shot).
Our readers aren't sticklers for change, it seems. Only Disney and NIO fell out of favour with investors this year, replaced by semiconductor companies Nvidia and ASML.
But they say if it ain't broke, don't fix it. After all, most of these stocks have enormous market caps, and they grew that large for a reason.
In this episode, Livewire's David Thornton makes his Buy Hold Sell debut alongside Alphinity Investment Management's Mary Manning and T. Rowe Price's Sam Ruiz. They analyse the hottest global stocks of 2022, and also share how they are positioning their portfolios to take advantage of the major thematic you said you would be allocating to over the year ahead; decarbonisation.
Note: This episode of Buy Hold Sell was shot on Monday 24 January 2022. You can read an edited transcript below:
https://www.livewiremarkets.com/wires/buy-hold-sell-the-hottest-global-stocks-for-2022/
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
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