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[sharechat] High yield stocks

From:	"Peter" <pmaiden@today.com.au>
Date:	Wed, 12 Jun 2002 11:52:27 +1200

Trader100. Thanks for that reference - was very interesting.

Most of the stuff I mention is picked up from general reading. A good 
source is the Journal of Portfolio Management. They do reproduce a 
lot of the papers at http://www.iijai.com/

One writer and researcher I have a lot of time for is Rob Arnott from 
First Quadrant - particularly his recent research on "The Death of 
the Risk Premium"

Rob puts a pretty compelling story around the risk premium of stocks 
over bonds now being zero or negative. This implies that bonds will 
outperform shares for the next decade or longer - even though stocks 
have outperformed bonds by 5% over the last 74 years.

You can imagine how that sort of scenario is reveberating around the 
funds management/pension fund world. But that is another story.

Cheers

Peter


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