Two fund managers share their thoughts on 10 top-tipped stocks for the year ahead, and answer the question of what will outperform in 2022: bitcoin or real estate?
. My name’s James Marley and on behalf of the team here at Livewire, I’d like to wish all our viewers and readers all the best for a sensational 2022. I hope you’re all safe. And I hope you had a great Christmas and New Year period.
For a bit of fun, we’re also going to give them one of the topical questions we put in the survey - we’re going to ask them if they believe that Aussie house prices or bitcoin will be the better performing asset class in 2022, but we’ll save that for the end. Matt and ST, get your bitcoin projections on.But let’s start with the survey. A couple of the topical views that came out were on interest rates and inflation.
So, Matt, I’m going to start it with you. What’s your view on these issues, and how are you thinking about them?I’m surprised it’s only 65 per cent, such is the dominance of this narrative that interest rates will be higher, at least in US official rates in particular and probably here at some time. Look, I don’t know.
We want to back companies that can navigate the tough environment, the changing environment, and the ever-evolving environment. Because as an investor, we can’t actually do too much with the external environment, but certainly the companies that we invest in can see what’s happening with their supply chain, with their companies. And therefore they should be able to navigate the scenario; if we back a good measure team.