Welcome to the BETA version of cleardocs.
Switch back to classic

This article is more than 24 months old and is now archived. This article has not been updated to reflect any changes to the law.

clearnews

DNR Capital: What the bond yield is signalling for equity markets

Informed Investor provides free, ASIC acknowledged tools, to help your financial planning activities be more professional, more efficient, more effective and more compliant. For further background visit www.informedinvestor.com.au or enquire directly to john@informedinvestor.com.au


Article powered by Informed Investor


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.