ASX:GNG

SHIELD (Sustainable High Yield) > April 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

SHIELD (Sustainable High Yield) > March 2017 Update

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Market continues to chase sustainable yield in a market with growth risks. SHIELD continues to outperform the market despite a rising bond yield outlook by picking premium quality sustainable yield ideas at reasonable value. Show More

Market Manager | Riding the choppy market with diversification

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

SHIELD - Sustainable High Yield | Yield trade keeps outperforming

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

SHIELD - Sustainable High Yield | Death of yield trade is overblown

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More

Market Manager | Small caps back on the menu at discount prices

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets are flip flopping with the US market hitting all time highs. US fiscal policy uncertainty, historically low volatility, a rising USD, rising yields and stretched valuations are raising doubts on the recent exuberance in the equity market. Strong commodities along with a robust USD and rising yields suggests... Show More

SHIELD – Sustainable High Yield | Banks back in fashion

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global market worries are all about US presidential election in the short term while Italian referendum and US Fed rates cycle are the next road blocks ahead. The potential end of easing cycle locally and the rate hike in US will support the yield outlook in the Australian banking sector... Show More

GR Engineering Stands Out

Steve Johnson
Steve Johnson Forager Funds

Mining services is a sector where poor margins, woeful returns on capital and poor management decisions seem to be the norm. One company that bucks the trend, though, is GR Engineering. Since listing in 2011, annual revenue has ranged between $110 million and $217m. But despite this inherent volatility the... Show More

mining services ASX:GNG GR Engineering

Some small cap names to consider

Tim Kelley
Tim Kelley Montgomery Investment Management

One of the ways we try to take advantage of technology to improve our investment process is with machine learning algorithms.  In simple terms, we gather large amounts of historical data and using that data we “teach” a computer system to distinguish between good investments and weaker ones by finding... Show More