GARY - Growth At Reasonable Yield | Small cap dominance continues

Mathan Somasundaram

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 at stretched multiples. The outperformance in recent months by the small cap GARY stocks over the large cap GARY stocks is expected to continue as the overall economy slows. The full model process and the latest GARY picks are available in the latest report: (VIEW LINK)


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