Five global trends point to buys and sells for 2022

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

December 16, 2021

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

Read Transcript

Many of our holdings are not well known in the Australian market, and we also own familiar global brands not likely to be held by most Australian investors. While the Australian Securities Exchange (ASX) ranks in the Top 20 of major global exchanges with a market capitalisation around US$2 trillion, it is dwarfed by the leaders, such as the New York Stock Exchange at about US$27 trillion and NASDAQ at US$24 trillion. Australia represents less than 2% of listed global company opportunities.

Consequently, there are many industries and themes not available to investors who focus only on the ASX, such as in the leading global tech, health and consumer brands. Even where a similar business exists in Australia, the global company is often operating on a significantly higher scale in many more markets.

This article focuses on five opportunities, three buys and two sells based on expected market developments for 2022 building on themes now opening.

Read the full article on the VGI Partners website here.

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December 16, 2021

by

Shannon McConaghy

,

VGI Partners

Many of our holdings are not well known in the Australian market, and we also own familiar global brands not likely to be held by most Australian investors. While the Australian Securities Exchange (ASX) ranks in the Top 20 of major global exchanges with a market capitalisation around US$2 trillion, it is dwarfed by the leaders, such as the New York Stock Exchange at about US$27 trillion and NASDAQ at US$24 trillion. Australia represents less than 2% of listed global company opportunities.

Consequently, there are many industries and themes not available to investors who focus only on the ASX, such as in the leading global tech, health and consumer brands. Even where a similar business exists in Australia, the global company is often operating on a significantly higher scale in many more markets.

This article focuses on five opportunities, three buys and two sells based on expected market developments for 2022 building on themes now opening.

Read the full article on the VGI Partners website here.

Disclaimer: This material has been prepared by VGI Partners, published on Dec 16, 2021. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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