Covid, government bonds, interest rates, best and worst sectors for 2022

Stock Watch

Fund Manager Chris Pedersen discusses the latest Covid news, goes through a number of measures of market performance and discusses potential winning and losing sectors for 2022.

Topics discussed include: Covid, Covid retirement boom, Omicron and demand, US government bonds, Asian revenue vs GDP growth, US and China CPI, Asian forward P/E estimates, Australian real interest rates, Australian forward PE estimates, ASX200 vs Australian 10 year bond, cash held in SMSF, winnners and losers with rising interest rates, best EPS growth estimates for 2022.

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