Long live the yield trade (from the Coppo Report). I know that many out there disagree (plus most of my desk) but I continue to believe that one of the big trades is that the high profile high dividend yield stocks will continue to do very well. As the reality of a once in a lifetime event hits - the nation enters something that no one alive has seen before - a sustained low interest rate environment. If rates go to 2.50% (from 3.25% today) then there will be a massive redistribution of cash out of term deposits, bonds, money market accounts as they hunt for higher returns & its pretty simple - they will buy what they know to be safe.. the banks, Telstra, Woolies & Wesfarmers (and eventually even Myer).
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