How to rotate your portfolio like a pro in 2022 - a podcast by Livewire Markets

COVID-19 was (and is) irrefutably a curse to the global society, but as it would turn out, it also became a blessing to many investors' portfolios. 

Who can forget the great rotation opportunities presented to investors over the past two years? For starters, there was the rotation into "stay at home" winners, with growth and tech stocks taking the lion's share of the world's investible dollars. 

Then, as we all know, the "reopening play" took centre stage, with many of the beaten-down stocks from the first few months of the pandemic enjoying their time in the spotlight. 

After that, there was a rotation into the "inflation beneficiaries" and a rotation out of tech. And now, what can only be described as genuine market panic, as investors rush to sell down stocks in anticipation of rising rates. 

So are rotation opportunities still alive and well in 2022, despite the volatility that we can only assume awaits? Our investing pros certainly think so (phew!). 

In this episode, Livewire's Ally Selby was joined by Elston Asset Management's Bruce Williams and Investors Mutual Limited's Simon Conn for a deeper look at their portfolio positioning over the year ahead. 

They'll share the sectors they are avoiding, the sectors they are overweight, and of course, a few stocks that have caught their attention as potential winners over the months to come.

Note: This episode of Buy Hold Sell was shot on Wednesday 2nd January 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/how-to-rotate-your-portfolio-like-a-pro-in-2022

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