South Region Committee
with Susan HayesCulleton
“Investment Strategies in a
Low Interest Rate Environment”
Welcome
5 November 2015
Investment Strategies in a
Low Interest Rate Environment
Susan HayesCulleton
“The Positive Economist”
Susan Hayes, CFA
Tweet me @SusanHayes_
1
Monetary Policy Landscape
2
Strategic Investment Strategies
3
Tactical Yield Techniques
US 0.25%
Brazil
14.25%
UK 0.5%
India
6.75%
Russia 11%
EZ 0.5%
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
Month Yield
(Excluding Eq Perf)
Dollar Amount: $0.89
Net Income % 1.3%
November Call Option
$0.77 (at $70)
Dividend
$0.38
May 2016 Put Option
$0.26 (at $47.50)
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 at @SusanHayes_
Questions?
9