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On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super.

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Steve Waters, director of Right Property Group, chats about the latest in property, including CoreLogic’s latest findings, which suggest national home values have increased at the fastest pace in over 30 years, and why he isn’t quite sure this is the case.

RMIT’s senior lecturer of finance, Dr Angel Zhong, talks about soaring travel stocks, the rising popularity of NFTs and what they are, as well as the sudden meltdown of Archegos Capital Management.

And lastly, tax and super guru Timothy Munro gives his thoughts on Paul Keating’s early release of super verdict, as well as an overview of life after JobKeeper.

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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Home values up 30% (or are they); NFTs taking the world by storm, and why Keatin...

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There is $17.5 billion in lost and unclaimed super across ...

Invest

Small caps predicted to outperform as economy recovers

By Miranda Brownlee

October 15 2020
Share

Invest

Small caps predicted to outperform as economy recovers

By Miranda Brownlee
October 15 2020

Investors who shun small-cap stocks may miss out on valuable opportunities as the economy recovers from the COVID-19 downturn, an investment manager has warned.

Small caps predicted to outperform as economy recovers

By Miranda Brownlee

October 15 2020
Share

Investors who shun small-cap stocks may miss out on valuable opportunities as the economy recovers from the COVID-19 downturn, an investment manager has warned.

GSFM chief executive Damien McIntyre explained that while periods of underperformance for global small caps do coincide with recessionary environments, small caps historically go on to experience meaningful outperformance in economic recoveries.

“For instance, between 2000 and 2006, small caps outperformed large caps by 200 per cent, and between 2009 and 2014, they outperformed large caps by 35 per cent,” Mr McIntyre said.

“In fact, the MSCI World Small Cap Index has outperformed the MSCI World Index over the long term, with global small caps returning two times that of large caps over the past 20 years.”

Mr McIntyre said small caps are a larger, less well-researched universe and, overall, small caps trade at a wide discount to that of large caps on a PE basis.

“Historically, MSCI World Small Caps trades at a significant discount to MSCI World Large – that premium is between 1.0-1.2 times. It is currently trading at 0.8 times,” he said.

While he acknowledged that small-cap investing can be linked to increased volatility, focusing on high-quality businesses and exhibiting considerable secular growth can help address these risks.

“Investing in profitable companies, with strong underlying cash flow, a conservative balance sheet and a demonstrated ability to allocate capital, helps protect investors on the downside,” he said.

Investors should also be looking at small-cap opportunities across the world, he said, with the small-cap opportunities in Australia alone too limited.

“Stock markets are inefficient, and this creates opportunities for patient, well-informed investors to buy an ownership stake in a company below intrinsic value. This is particularly evident in smaller companies that tend to be under-researched by the investment community,” he said.

“Investors can take advantage of these inefficiencies through time horizon arbitrage, identifying strong capital allocators and recognising businesses at inflexion points.”

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