Ringing the Bell: 2015 so far

Bell Potter

Stockbroker

2015 has already proven a year of sharp movement in equities, bonds, commodities, property and currencies. For an investment strategist who starts top down it clearly has been an active period attempting to be ahead of Central Banks and ahead of global and domestic cross asset class investor flows. Today I am publishing a complete compendium of my "Ringing the Bell" notes for 2015. It is a chronological record of the 100 pages of ideas I have written this year. I have had three major themes this year. 1.Yield compression; 2. The US Dollar (and vice versa short AUD, EUR & JPY); 3. USD industrial earners; My 4th clear theme has been do NOT buy resource stocks for "yield"." Access the full document here (VIEW LINK) (first published Wednesday, 10th March 2015).


Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to a diversified client base that includes individuals, institutions and corporations.

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