SHIELD - Sustainable High Yield | Central Banks providing unfair advantage | Yield thematic is expected to continue into 2015 with Budget uncertainties driving...

SHIELD - Sustainable High Yield | Central Banks providing unfair advantage | Yield thematic is expected to continue into 2015 with Budget uncertainties driving down local cyclicals, subdued global growth outlook and Central Banks maintaining low rates for longer. SHIELD analysis sieves the market for the best high yield stocks with a supporting mix of size, risk, quality, growth and value factors. SHIELD Top 20 picks are: large cap - NAB, ANZ, ASX and MQG; mid cap - IFL and BOQ; small cap - WEB, UXC, CSV, ASL, ALU, PTM, PRG, TRG, MMS, EPW, MOC, MRM and TGA; and micro cap - IFM. (VIEW LINK)