gary

Latest news and analysis on gary

Equities

Growth at reasonable yield (GARY) keeps delivering through high-risk macro

Yield investing with growth makes it sustainable over the long term
ASB
CDA
+1
Mathan Somasundaram
Deep Data Analytics
Equities

Growth at reasonable yield (GARY): April 2024

Yield investing with data in a high interest rate environment
ASB
CDA
DOW
+1
Mathan Somasundaram
Deep Data Analytics
Equities

Growth at reasonable yield (GARY): January 2024

In an environment characterized by elevated inflation, rising interest rates, burgeoning debt levels, geopolitical tensions, and economic volatility, yield investing...
ANN
ASX
ELD
+2
Mathan Somasundaram
Deep Data Analytics
Macro

Growth at a reasonable yield - GARY Top 10: September 2023

As we navigate the ever-evolving landscape of investment, data-driven strategies are emerging as the compass to navigate the challenges posed by rising bond yields,...
ANN
ASB
ASX
+7
Mathan Somasundaram
Deep Data Analytics
Equities

GARY Top 10: Dynamic strategy delivering in the bear market

Mathan Somasundaram delivers his latest model portfolio, focusing on yield investing with a lower-risk approach.
ASB
ASX
CDA
+7
Mathan Somasundaram
Deep Data Analytics
Investment Theme

GARY Top 10: Delivering positive returns in a bear market with yield investing

Yield investing in the next decade will be substantially different to the last few decades as interest rates remain elevated.
ASX
BGA
ELD
+7
Mathan Somasundaram
Deep Data Analytics
Equities

GARY Top 10: Yield investing in a bear market

We are in a bear market with a rising risk of stagflation/recession. It's natural to blame the Ukraine War as it's the latest negative catalyst. But the reality is...
AMC
BXB
CGF
+7
Mathan Somasundaram
Deep Data Analytics

GARY (Growth At Reasonable Yield) > April 2017 Update

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth...
+5
Mathan Somasundaram
Deep Data Analytics

GARY (Growth At Reasonable Yield) > March 2017 update

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth...
+5
Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | You ain't seen nothing yet

+5
Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Making macro risk great again

+5
Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Making inflation great again

+4
Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Small Cap Industrials continue to dominate

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Small Cap Industrials continue to deliver outperformance

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Small cap dominance continues

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Bet each way going into confession season

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Never waste a good crisis

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | GARY goes high as RBA goes Lowe

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Built for outperforming in low growth

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Yield helps GARY hold ground in volatility

Mathan Somasundaram
Deep Data Analytics
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