Superior Performance And Share Market Protection Against Rising Bond Yields?

The RBA may well be forced to deliver more rate cuts, but global bond yields are on the rise and in all likelihood this will be the outlook for the years ahead. What does this mean for the yield stocks in the Australian share market? No surprise, already this shift has triggered calls about death of the yield trade, but research both by myself and by Goldman Sachs underpins the view the yield trade never ever genuinely is facing death or extinction. Quite to the contrary, investors who are smart enough to combine yield with growth are positioning themselves for superior investment returns. They just don't want to make the mistake of simply owning stocks that offer yield/income but no growth. Combining yield + growth opens up a lot of choice and strategies/angles. My Weekly Insights explores the theme (VIEW LINK)