Dear %%first_name%%,

In his article today Charlie Aitken says that he’s already seeing a fall in long US treasury yields. ‘So what?’ you say. Well, that’s a possible precursor to defensive stocks falling in Australia, which means it’s time to reconsider chasing stocks for yield alone.

Also in the Report today, Tony Featherstone has the lowdown on the Westfield deal and what exactly you might be getting with Unibail-Rodemco, while our Professional’s Pick is global technology behemoth Qualcomm. Technical guru Graeme Colley also examines the proposal for SMSF members to increase to six from four.

Buy, Sell, Hold – what the brokers say, has an upgrade for AMP, and a downgrade for Boral, while in Question of the Week, we explain why you shouldn’t worry too much about short-term pain, if you’re a long-term investor.



Sincerely,

Peter Switzer

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