What are the Bond Markets Telling Us
With the RBA not giving any clear signal as to the likelihood of further rate cuts, the big story for markets is the end of the bond rally, with prices falling and bond yields on the rise. The implications for equity markets are no less clear. Watermark Funds Management Chief Investment Officer Justin Braitling recently sat down with Ticky Fullerton to discuss these and other current topics of interest. (VIEW LINK)
We are active, high conviction investors in Australian shares. As an absolute return manager, Watermark offers a proven alternative to traditional institutional funds.