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/
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
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
Buy Hold Sell: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Create your
podcast in
minutes
It is Free
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast