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Reporting season wrap: Why earnings growth, not yield, is the key Joel Gray - Portfolio Manager February has wrapped up another outstanding interim reporting season for the Hyperion portfolios. Despite the surprisingly upbeat re-rating of the broader market, there are signs that cost cutting is still cushioning earnings in the mining sector and the revaluation of yield stocks as a result of interest rate falls has created further downside risk in this low growth environment.

The ability to deliver earnings growth will be the key driver of future long-term investment performance.

Join Joel Gray, Portfolio Manager at Hyperion Asset Management for a 20 minute webinar to discuss how Hyperion’s portfolio companies have performed and the outlook for growth.

WHAT WE WILL DISCUSS.

> The winners and losers of reporting season

> Earnings momentum and what this means for the Hyperion portfolios

> Sources of earnings growth and our growth outlook

> What we are avoiding
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Mar 27 2015
28 mins
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