Fund managers' #1 stock and fund picks for 2021
Many investors use the new year to review their portfolios, and in this free ebook, two dozen fund managers and product providers give their best ideas for 2021 - some stocks, some funds, some sectors.
Mentioned: Ansell Ltd (ANN), Bayerische Motoren Werke AG (BMW), Amplitude Energy Ltd (AEL), CoStar Group Inc (CSGP), Alphabet Inc (GOOG), Iluka Resources Ltd (ILU), James Hardie Industries PLC (JHX), Macquarie Technology Group Ltd (MAQ), Healius Ltd (HLS), Qualcomm Inc (QCOM), Ramsay Health Care Ltd (RHC), Zebra Technologies Corp (ZBRA)
There is always doubt about the future, but 2021 will be especially challenging for investing. Equity markets are at stretched valuations as analysts build in optimism about earnings recovery and stimulus in a post-COVID world. The safety of cash and term deposits offers negative real yields, forcing many conservative investors to take on risk they would otherwise avoid. As they seek an elusive combination of defensive market exposure with reasonable yield, they see others enjoying the growth story by buying companies without profits or dividends. Time will tell who wins.
We contacted two dozen fund managers and product providers for their views on 2021.
We allowed nominations for listed companies, funds or sectors to give a broad range of opportunities, and you should read the recommendations in that context as some people mention their own funds.
Here is a snapshot of the top picks. We've also included (where available) the Morningstar fund and equity analyst ratings.
(Click to enlarge)
Source: Firstlinks ebook, Morningstar Direct. Morningstar ratings as at 21 Jan 2021.
Download the ebook -- Firstlinks Special Edition: Hot Stocks and Funds for 2021
Please note, responses were received around mid-December 2020 and some prices may have changed.
At the end of 2021, we will review these selections to check the best and worst results and calculate an overall weighted return.
Disclaimer: Highlighting these stock picks does not constitute any offer or inducement by Firstlinks or the contributing individuals and companies to make any investment. This publication is for general information only and has been prepared without considering any person’s objectives, financial situation or needs and you should therefore consider the appropriateness of the information, in light of your own objectives, financial situation or needs, before acting.
Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf.
To obtain advice tailored to your situation, contact a professional financial adviser. Past performance does not necessarily indicate a financial product's future performance.