Star stock-picker, Charlie Aitken, thinks that stock markets may have peaked in April 2015. “It’s probably fair to say that the bull market is over. I think you have to pick stocks”. Most of the top 20 stocks are going backwards as there’s no growth in banks or resources. While... Show More
SHIELD - Sustainable High Yield | Profit taking short term, Yield thematic long term | We maintain a bullish long term view on the Australian equity market to reach 6500 in 2016. The RBA move has made equities the preferred risk/return option for investors wanting more than 3% return in... Show More
SHIELD - Sustainable High Yield | Protection against falling interest rates | The recent RBA move has made equities the preferred risk/return option for investors wanting more than 3% return in a rising cost and falling interest rate environment. We expect global investors to return to Australian high equity dividend... Show More
SHIELD - Sustainable High Yield | Dividend yield premium to bond yield will drive yield chase | We maintain our long term positive view while expecting the market to recover from recent commodity price drops and domestic sentiment falls. Equities will continue to benefit from major global economies maintaining low... Show More