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Ron Bewley, PhD, FASSA
Executive Director
Woodhall Investment Research
Ron was Professor of Econometrics at UNSW when he was invited to join the Commonwealth Bank to found a Quantitative Research & Investment Strategy team. After researching across most asset classes in global markets, risk and strategy, he was appointed as th...View more >
As the banks start to get expensive, some utilities stocks – like AGL and Spark Infrastructure – could be a sound addition to a portfolio for yield.
Telcos continue to be a yield play, but with the outlook looking a little brighter, you should keep a look out for growth opportunities as well.
The IT sector in Australia is incredibly small, but there are still companies like Carsales.com and IRESS that do well.
On the capital gains front, REITs have disappointed over the last six months, but the sector is now priced cheaply, with a predicted yield of 5.7%.
It’s always a good idea to look outside the box, and when it comes to financials, that means considering allocations to the smaller stocks.
The big healthcare companies – CSL, Resmed, Primary and Ramsey – have had big gains over the last six months, but struggling Cochlear could be the one to keep an eye on over the next six months.
