What’s next for Asian Equities?

From

Having bounced back strongly since the lows of 2008, Asian equity markets have recently been through a soft patch, underperforming developed markets such as the US and broader global indices. What’s next for Asia share markets? The recent softness in Asian equity markets stemmed mainly from worries about the impact of rising inflation and the […]

continue reading

Market correction provides opportunities in Asian markets

From

The current correction in Asian equity markets will lead to an extended period of consolidation that gives investors the opportunity to take advantage of price weaknesses in strong companies, says Mr Evan Erlanson, Chief Investment Officer at Asian equities manager Seres Asset Management. “Despite the general market correction, we remain optimistic on the broad trend […]

continue reading

Focus on investor compensation overlooks protection

From

Events such as the recent Trio compensation debate and last week’s release of ASIC research findings on the effects on investors of lack of compensation suggest that prevention and protection is being overlooked. Mr Harvey Kalman of Equity Trustees Ltd says he is concerned that, in the debate over compensation and the reports of the […]

continue reading

Are domestic Covered Bonds the solution for banks and investors?

From

While Covered Bonds may offer an appealing funding option for banks and give investors alternatives, there are risks entailed, according to Tyndall’s latest research White Paper, “Are Covered Bonds the solution?” The suggestion to introduce domestic Covered Bonds was contained in the Federal Government’s proposals for a “Competitive and Sustainable Banking System”. The Federal Government […]

continue reading

Strong balance sheets fuel dividend growth, Russell says

From

Australian dividends increase 6.4% Dividend yields rival term deposits Dividends are on the rise with the average dividend across the equity market growing 6.4% over the last six months, according to recent data from Russell Investments, provider of the Russell Australia High Dividend Index (the index). “This reporting season has shown companies are increasingly confident […]

continue reading

Time to go Overweight on Energy Stocks – Without Having to Pick Winners

From

Energy Sector ETF Allows Investors to Tilt Their Portfolios for Capital Growth Australian-owned sector ETF provider, Australian Index Investments (Aii), believes that with the growth in energy costs worldwide that it might be time for investors to tilt their portfolios towards this growth sector. With a basic underlying energy shortage, rising global demand and revolution […]

continue reading

Dividends are back in fashion, so how do you know the designers from the fakes – Russell paper

From

Russell urges investors to look beyond yield this reporting season With Rio Tinto upping its payout to shareholders and JB Hi-Fi, Cochlear and OZ Minerals following suit this reporting season, it may be tempting for investors to buy up dividend paying stocks. However, according to Russell Investments’ latest paper, Dividends are the new black – […]

continue reading

Global REITs to deliver 8-12% returns in 2011 underpinned by economic improvement and dividends, says INGIM

Global Real Estate Investment Trusts (REITs) are expected to continue to deliver positive returns for the third year running, as an improving global economy and growing dividends help them continue to emerge from the financial crisis, according to the 2011 global property securities outlook from ING Investment Management (INGIM). According to the report, total returns […]

continue reading

High Frequency Trading (HFT)

From

Introduction Recently, trading speeds on stock markets have increased dramatically as technology has been brought to bear on decision making as well as the matching and execution of trades. High speed computers can now gather data, make a decision by applying complex algorithms and execute a trade, all in much less than 1,000th of the […]

continue reading

Russell advises cautious approach to volatility investing

From

Russell has released a research paper to raise awareness and encourage discussion Proper education required to understand payoffs and risks An exposure to volatility can offer investors the opportunity to enhance performance, either as an investment in its own right or as a hedging instrument, according to Russell Investments. Russell cites an exposure to volatility […]

continue reading