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In the final episode of The nestegg Podcast for 2021, host Maja Garaca Djurdjevic checks in with our three experts to hear their final thoughts on the year that’s passed and their hopes for the next 12 months.

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Steve Waters, director of Right Property Group, talks Christmas selling season and opens up about the key lessons that he’s learnt this year that he will gladly take forward with him into 2022.

RMIT senior lecturer of finance Dr Angel Zhong covers meme stock ETFs as well as provides her thoughts on next year’s economic outlook.

Finally, tax and super guru Timothy Munro shares his end of year financial checklist and some handy tips that could help you keep your credit card in check over the gifting season.

Tune in to hear more below.

Have a question for our experts? Get in touch at [email protected], and you might get featured on the next episode.

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Contrarian investors could win in current climate

By Grace Ormsby

March 27 2020
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Invest

Contrarian investors could win in current climate

By Grace Ormsby
March 27 2020

Investors who have a firm focus on the fundamentals will benefit greatly from the mispricing opportunities currently opening up in the market, but it does require long-term perspective, an investment officer has advised.

Contrarian investors could win in current climate

By Grace Ormsby

March 27 2020
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Simon Mawhinney, the chief investment officer at Allan Gray, has highlighted how the gap between defensive stocks and cyclical stocks has never been wider.

Defensive stocks such as healthcare, REITs and utilities are currently sitting in stark contrast to the cyclical stocks of materials, energy and the banks.

Calling it “truly a contrarian investor’s market”, Mr Mawhinney said it’s “one which will reap dividends for investors with a firm focus on the fundamentals”.

He commented that the market “offers compelling investment opportunities for those with a longer-term perspective”, despite the presence of earnings headwinds due to the COVID-19 pandemic.

“Market uncertainty has an uncanny way of presenting the greatest opportunities for contrarian investors,” he indicated.

But Mr Mawhiney advised that to benefit from such mispricing opportunities does require “a long-term perspective, a contrarian approach and a recognition that the future is far less predictable and certain than consensus would have one believe”.

Recent issues — such as the Trump impeachment, the bushfires and COVID-19 — have all reinforced “not only the uncertainty of what lies ahead, but more importantly, how difficult it is to know what the next important catalyst may be”.

As a result, the chief investment officer said “it is even more important, when assessing the value of assets, that you buy them for much less than they are worth”.

“This approach is the contrarian investor’s best weapon,” he said.

Reiterating that there is lots of opportunity in the market, Mr Mawhinney said that indiscriminate selling had resulted in companies with strong balance sheets and excellent asset bases selling at “very attractive prices”.

“Subject to the severity of the impairment cycle, even the banks might offer exceptional long-term value,” he commented.

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About the author

Grace Ormsby

Grace is a journalist on Momentum Media's nestegg. She enjoys being able to provide easy to digest information and practical tips for Australians with regard to their wealth, as well as having a platform on which to engage leading experts and commentators and leverage their insight.