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Printed: 05 February 2023 9:21 AM


13 Jan 2022 - 10k Words - December Edition

By: Equitable Investors

10k Words - December Edition

Equitable Investors

December 2021

FundMonitors closed for the end-of-year break before we could release this edition of the regular missive from Equitable Investors. Read and enjoy - the next issue will follow soon!


Our final 10k Words for CY2021 kicks off with The Economist's first cut on what events captured audience attention in the media during the year. We then range across Morgan Stanley's chart on China property sector's importance to commodities, the surge in VC investment in cryptocurrency startups illustrated by The Economist and Bloomberg's ranking of countries through time based on their COVID-19 vaccine penetration. We get into equities with Bespoke showing ETFs don't necessarily fulfill the diversification function that is expected of them and finally Equitable Investors' analysis of what has worked and what hasn't worked in CY2021 for ASX-listed micro-to-mid caps.

Impact of 2021 global events as measured by media activity (an initial draft analysis)

Source: The Economist

China property sector's contribution to commodity demand

Source: Morgan Stanley

VC funds piling into cyrptocurrency startups


                                                Source: The Economist


COVID-19 vaccine doses per 100 people

Source: Bloomberg


Sector ETFs not so diversified

Source: Bespoke


Quarterly average returns & CY2020 YTD return for ASX micro-to-mid caps by size (market cap)


Source: Equitable Investors, Sentieo


Quarterly average returns & CY2020 YTD return for ASX micro-to-mid caps by sector


Source: Equitable Investors, Sentieo


Quarterly average returns & CY2020 YTD return for ASX micro-to-mid caps by valuation band

Source: Equitable Investors, Sentieo


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This blog is for information purposes only and is not intended to be relied upon as a forecast, research or investment advice. The information on this blog does not constitute a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Although this material is based upon information that Equitable Investors considers reliable and endeavours to keep current, Equitable Investors does not assure that this material is accurate, current or complete, and it should not be relied upon as such. Any opinions expressed on this blog may change as subsequent conditions vary.

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