Mathan Somasundaram

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 early 2016. The yield trade will continue to see support in Australia as interest rates remain low for longer. Small cap industrial stocks continue to dominate the GARY screen. GARY picks are... (VIEW LINK)


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