It’s no secret that investors are wary about the implications of rising interest rates on the so-called ‘Bond Proxies’. Stocks like Transurban, Sydney Airports and the A-REITs have delivered stellar returns in a falling rate environment. However, with the consensus view suggesting that interest rates have now bottomed the ‘Bond Proxies’ have begun to de-rate. So where to from here, given that rates remain at historically low levels, offering a miserly source of income? In this episode of Buy Hold Sell Matthew Kidman from Centennial Asset Management asks Hugh Dive from Atlas Funds Management and Alex Leyland from Leyland Private Asset Management for their views on three stocks that have delivered in a low rate environment. The companies discussed include Transurban, Sydney Airport and Stockland, we also asked each panelist to share one of their preferred dividend stocks.
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Disclaimer: The information contained in this presentation is general in nature and should not be relied upon. Before making any investment or planning decisions, you should consult a licensed professional who can advise you whether your decision is appropriate for you. Contributors to this show may have commercial or financial interests in the companies mentioned.
Buy Hold Sell is a weekly video series exclusively available through Livewire. In each episode two fund managers are asked for their views 'Buy, Hold or Sell' on five ASX listed companies. The format is meant to be short, sharp, insightful and...