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Credit Suisse: As High Yield Trades Get Crowded Sell Dividends

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Rupert Hargreaves
Published on
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Credit Suisse: Sell dividends buy cyclicals

The hunt for yield has been the number one trade for investment advisers and asset managers since the financial crisis. However, this trade is now being openly criticised by an ever growing number of analysts who believe yield investments currently trade at some of their most expensive valuations in history, and these valuations are becoming increasingly difficult to justify.

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha