Dear %%first_name%%,
Minutes of the Fed’s October meeting released overnight reveal that the central bank could start tapering its quantitative easing program very soon, as early as one of its next few meetings in fact.
If you’re a regular reader of this report, you’ll know that while I think tapering may have a small negative impact initially, the long-term story will be good. After all, when the Fed does start to taper, it will be because they’re confident the US economy is able to take it.
In the Switzer Super Report today, everyone’s favourite analyst, Charlie Aitken, explains how one of his favourite high-conviction stocks – QBE – will benefit from the QE tapering.
Barrie Dunstan explains why now, more than ever before, is a good time to buy international shares. And in our fundie’s favourite, investment analyst at PM Capital, Uday Cheruvu, walks you through one of the big blue chips of the US market and why it’s worth putting in your portfolio.
Also in the report today, Tony Negline examines how much is enough for a comfortable retirement income, and how you can get there, and Geoff Wilson reviews the current bid for Graincorp and how, if it goes ahead, it could be a big win for investors. Our Questions of the Week deal with whether or not to buy an ETF for yield and which index funds are better.
Sincerely,
Peter Switzer