Demand for LICs steady

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The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12... Read more continue reading

Pandemic caused US$220bn (AUD$285bn) of global dividends cuts in 2020, but the decline was less severe than feared

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During the worst crisis since World War II global dividends fell to US$1.26 trillion (AUD$1.63 trillion) in 2020, down 12.2% on a headline basis, according to the latest Global Dividend... Read more continue reading

Professional fund selectors anticipate heightened risk in 2021 but are optimistic about market opportunities

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Natixis Investment Managers has published the results of its annual Global Survey of Fund Selectors, which found that, against the backdrop of continued market volatility and negative interest rates, professional... Read more continue reading

Let’s get fiscal

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The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. But financial markets also provided a memorable event. Last January,... Read more continue reading

CPD: Global infrastructure outlook 2021

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To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before. The impact... Read more continue reading

Five reasons to be bullish on local-currency emerging-market debt

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Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD). The Eaton Vance EMD team, managing U.S.$8.4 billion in assets, has EM FX as a... Read more continue reading

DNR Capital Australian Emerging Companies strategy marks three years of outperformance, now positioning for a COVID-19 recovery  

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The DNR Capital Australian Emerging Companies strategy has reported returns of 19.91% p.a.[1] since its inception in December 2017, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 13.34%p.a.[1] Recently marking... Read more continue reading

Evergreen launches ‘institutional-grade’ portfolio stress-testing to advisers

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In a world where a global pandemic can come out of nowhere and send investment markets plunging in synchronised panic, holding an investment portfolio is a stressful experience for not... Read more continue reading

Life settlements part of alternative fixed-income universe

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Life settlements is a form of financing extended to an individual (usually a senior) backed by that person’s life insurance policy. A life settlement fund generates returns for investors by... Read more continue reading

The enduring allure and sustainability of dividends

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The recent economic downturn caused by the COVID-19 pandemic provides another example of the resiliency of dividends. As in the past, they held up better than earnings, with the most... Read more continue reading