‘Bond Proxies’ - they’re the companies that own and operate unique assets providing investors with earnings certainty, income and capital growth. It’s been a stellar run fueled by 35+ years of falling bond yields. However, as bond yields hit record lows the burning question for many investors is when will the tide turn and where are the alternative opportunities. Matthew Kidman from Centennial Asset Management asks Simon Conn from Investors Mutual and David Allingham from Eley Griffiths Group for their views on three top performing ‘Bond Proxies.’ The stocks discussed include Sydney Airport, Macquarie Atlas Roads and Charter Hall Retail Reit. He also asks each panelist to share one stock that they believe looks attractive regardless of movements in bond markets. Click on the image below to watch the latest episode of Buy Hold Sell.
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