GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More
GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Show More
Global markets are beginning to digest the stretched valuations, high yields and strong currency ahead of the US Fed meeting. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. The inflation rally since October has been running... Show More
Global markets are digesting the US election results while the US Fed rate hike in December hangs in the balance. The aggregate policy outlook from the new administration is expected to push up inflation and debt in the process of raising growth. Rising inflation will attract higher interest rates and... Show More
Stephen Roberts says housing is coming off the boil, Fidelity’s tips on surviving the next crisis, Anton Tagliaferro talks yield stocks, and Marcus Tuck shares the results of his ASX 100 Growth & Yield screen. Here are four things you should read this weekend. Show More
Global markets are moving past US Fed and US election worries as the US reporting season starts to test stretched multiples. A recent bond squeeze has delivered a bounce in yields, whilst a medium to long term outlook suggests that bond yields will settle in the slightly higher range from... Show More
Global markets are currently going through the cyclical September pullback on heightened macro concerns. Markets may start to worry about the patches of weakness in US economic growth ahead of the Presidential election. We maintain the view that the US Fed will only move in December and the move will... Show More
Slowing global growth and central bank actions are expected to keep interest rates lower for longer. Investors are being pushed into high yielding equities to cater for the rising cost and falling yield environment. We continue to favour an investment strategy mix of growth and yield as markets are trading... Show More
Growth investing, yield investing, and value investing are sometimes thought as competing strategies. However, as star Fidelity fund manager, Peter Lynch, showed back in the 80’s with GARP (Growth at a Reasonable Price); these approaches can be combined. In a recent interview with Livewire, Ben Clarke from TMS Capital, described... Show More
Macro Outlook: Central bank support and weak fiscal reform expected to keep growth and interest rates lower for longer. We continue to favour an investment strategy with a growth outlook that supports a yield premium to bonds as the market moves into the reporting season. GARY (Growth At Reasonable Yield)... Show More
GARY (Growth At Reasonable Yield) screen allows us to pick stocks with good yield, good growth and cheap value multiples compared to the overall historical market trend. Resources and related Service stocks carry higher risk due to global growth worries while Property related stocks carry the bubble risk. Show More
We maintain a bullish long term view on the Australian equity market to reach 6500 in 2016 due to the sustainable high dividend yield outlook in a low growth and low interest rate environment. We continue to back quality companies with better growth and dividend yield outlook than bond yield... Show More
The RBA may well be forced to deliver more rate cuts, but global bond yields are on the rise and in all likelihood this will be the outlook for the years ahead. What does this mean for the yield stocks in the Australian share market? No surprise, already this shift... Show More
We caught up with Kerrie Mather (CEO) on 13 April and came away upbeat. The bi-lateral air rights agreement between China and Australia (finalized early-2015) will be a 5 year growth phenomenon. In 2014, Chinese inbound traffic grew 16.5% based on increasing load factor from Chinese carriers. There was not... Show More
GARY (Growth At Reasonable Yield) | GARY spoilt for choice after pullback | GARY screen allows us to pick stocks with good yield, good growth and cheap value multiples compared to the overall historical market trend. Resources and related Services carry higher risk due to global growth worries. GARY Industrial... Show More