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Printed: 05 July 2022 11:03 PM

News

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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