Welcome 5 November 2015 South Region Committee “Investment Strategies in a Low Interest Rate Environment” with Susan HayesCulleton
Investment Strategies in a Low Interest Rate Environment Susan HayesCulleton “The Positive Economist”
Susan Hayes, CFA Tweet
1 2 Monetary Policy Landscape Tactical Yield Techniques 3 Strategic Investment Strategies
US 0.25% UK 0.5% EZ 0.5% Russia 11% Brazil 14.25% India 6.75% China 4.35% Japan 0.1 % Australia 2.0%
Asset Specific Strategies Source: Seeking Yield in a Low Interest Rate Environment, The Positive Economist, Nov 2015
Tactical Techniques May 2016 Put Option $0.26 (at $47.50) November Call Option $0.77 (at $70) Dividend $0.38 Month Yield (Excluding Eq Perf) Dollar Amount: $0.89 Net Income % 1.3% Source: Seeking Yield in a Low Interest Rate Environment, The Positive Economist, Nov 2015
“By going after what you truly want, you empower others to follow in your footsteps” Susan HayesCulleton Tweet me
9 Questions?