Jamie Nicol, Portfolio Manager for DNR Capital's Australian Equities High Conviction Fund, gives his thoughts on global bond yields and what they are telling us about equity markets at the moment.
Key points in the video:
- The US Bond Yield as it currently sits and what it might signify across the broader market spectrum
- What makes things different this time around
- Quantitative easing and how it has changed the game
- What all this means for equity portfolios
- How DNR is positioned in the current market
- One stock they particularly like at present
Jamie Nicol is the Chief Investment Officer as well as a Director at DNR Capital. Jamie has over 25 years? experience in the financial services industry.