CPD: The resilience of dividends in volatile markets

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With interest rates around the world hovering around historical lows, investor appetite for alternative income sources, particularly dividends, has increased markedly. Although some investors might be fearful of dividends being affected by market volatility, history tells us that dividends are, in fact, remarkably resilient in volatile markets. In this article, Grant Samuel Funds Management looks […]

CPD: Will the US yield curve invert?

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And what will that tell us about the economy, equities and real estate? It’s been 10 years since the global financial crisis tore through markets in the months surrounding the collapse of Lehman Brothers in October 2008. While the tussle between the bulls and bears is always ongoing, in the time since it has been […]

CPD: Australian housing – don’t panic

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Summary Over the past year Australian house prices have seen 12 consecutive months of decline, the longest streak of persistent falls in over 20 years. House prices are now ~4% lower than this time last year — the weakest performance in the housing market since 2012.     While the performance of house prices has […]

CPD: The cost of care – part 2 – mental health

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

CPD: Have we learned the lessons of the GFC?

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Brad Boyd, senior vice president with fixed income specialist Payden & Rygel, was in Australia recently and shared a range of insights with advisers around the country. In this article, Grant Samuel Funds Management shares some of those insights; a retrospective look at bond markets and economies before the Global Financial Crisis (GFC), what’s happened […]

CPD: The cost of care – part 1 – the cost of cancer

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In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

CPD: Investing for the long term – ‘future quality’ companies

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This paper discusses the belief that investing in ‘Future Quality’ companies will lead to outperformance over the long term. Drawing on academic evidence, it outlines the three fundamental concepts which underpin our definition of Future Quality investments Firstly, we look at value creation models within firms. This involves assessing the level of excess cash return […]

CPD: Mobile adoption curve and 5G – a unique opportunity in global listed infrastructure investment

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Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a unique opportunity to provide investor access to mobile wireless infrastructure companies across both developed and emerging markets. Their appeal comes from the strong infrastructure characteristics […]

CPD: Global themes in a tech driven world

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In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is the new macro and companies need to evolve to stay relevant. Global businesses have arguably entered a period of unprecedented innovation and disruption, one where […]

CPD: The many diversification benefits of global equities

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Most investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one basket.’ However, many investors don’t understand the diversification benefits that arise from each and every asset class. Using global equities as an example, Perpetual explores the way an individual asset class can provide a range […]