Dividend recovery poised for further upside

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Share dividends are recovering strongly from pandemic lows, with the potential for further “upside surprise” in certain sectors and stocks, according to Ausbil Investment Management. Michael Price, Portfolio Manager for... Read more continue reading

Trend following strategies and crisis alpha

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Trend following strategies capture upward and downward trends in traditional markets; this has made such strategies popular alternative investments for financial advisers looking for assets uncorrelated with equities, bonds and... Read more continue reading

Market commentary: Markets focussed on May CPI; Fed being given the benefit of the doubt

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1. Markets focussed on May CPI. Fed being given the benefit of the doubt but there is doubt! All eyes tonight on the May CPI report. The market expectation is... Read more continue reading

The real assets roadmap to recovery

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Key Points We expect the ‘K’ shaped recovery to come full circle to a ‘V’ recovery as underlying property fundamentals across the board normalise and recover The real estate sectors... Read more continue reading

Fixed income animal spirits

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A common pain point amongst our clients in recent years has been the diminishing defensiveness associated with fixed income allocations and the expectation that future returns will be lacklustre. This... Read more continue reading

Blockchain will continue to innovate, disrupt several industries

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The Medici accounting ledger developed during the 1500s advanced Europe’s economic growth—now blockchain has the potential to launch a new, global digital Renaissance, transforming financial services, supply chains, healthcare, backend... Read more continue reading

Markets give the Fed the benefit of the doubt – but there is doubt

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The inflation scare on the back of April’s CPI ‘blowout’ appears to have abated somewhat. A concerted effort from key Federal Reserve speakers, who have sought to cast any inflation... Read more continue reading

Nuveen’s Global Institutional Investor Study: Asian respondents are committed to increasing ESG engagement and indicate an increasing shift towards alternative investing

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According to Nuveen’s inaugural global institutional investor survey, the ongoing global pandemic, the shift to investing in alternatives and ESG integration are the most powerful themes shaping investment decisions in... Read more continue reading

Changing portfolio construction trends driven by ESG and active management

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The investment environment of the past 30 years is irrevocably changing, with adherence to the traditional 60:40 portfolio allocation breaking down, and the rise of ESG investing impacting portfolio construction,... Read more continue reading

Australians will cheer a good year for dividends in 2021, after being among the hardest hit in the world due to COVID-19  

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Key points In Q1 2021, Australian companies were among better performing dividend payers compared to rest of the world Mining drives strong start to 2021 for Australian dividends, up 60%... Read more continue reading