SHIELD – Sustainable High Yield | Size doesn’t matter
Global markets are currently going through the cyclical September pullback on heightened macro worries. We see global growth remaining weak while easing bias from most central banks will support more stimulus when stabilising force is needed. The US rate cycle will be pushed back to December and the worry is that the patchy weakness in the US economic growth may start to build momentum. We maintain the view that US Fed will only move in December and the move will be data independent. The yield trade will continue to see support as interest rates remain low for longer. The sustainable yield screen aims to identify the stocks most likely to maintain yields at higher level than 100bps premium to 10-year bonds through a mix of size, risk, quality, growth, yield and value factors. Access the SHIELD top 20: (VIEW LINK)
Over 25 years’ experience in the finance/tech industry. Mathan has worked extensively in all parts of the finance sector (i.e. County NatWest, Citi, LIM, Southern Cross, Bell Potter, Baillieu Holst and Blue Ocean Equities). Currently Founder and...