Dear %%first_name%%,
What have bonds got to do with equity market volatility? Everything, according to Charlie Aitken. Today he explains why he keeps an eye on the US 10-year bond rate and why you might want to be wary of ‘bond-like’ equities right now.
Also in the Switzer Report today, Tony Featherstone has 7 standout stocks from earnings season, many of which he flagged some months ago. Our Professional’s Pick is Bravura Solutions by Australian Ethical fund manager Andy Gracey, and in Buy, Hold, Sell – what the brokers say, both Fairfax and Domain Holdings got two upgrades.
And don’t forget to enroll for our 2018 Switzer Investor Strategy Day This year’s topic is How to Make Money in a Mature Bull Market. It will be held in Sydney on April 12, Brisbane on April 17, and Melbourne on April 18. I look forward to seeing you there!
Sincerely,
Peter Switzer