Capital raisings, a source for outsized returns

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Market participants, especially equity investors, can be forgiven if the words déjà vu spring to mind during this COVID-19 period. Although there are definite similarities between the Australian equity market... Read more continue reading

Covid-19 will have long lasting social and economic consequences

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The pandemic has created a fertile environment for social unrest, with much depending how well governments address the crisis and the subsistence needs of their citizens. In a recent research... Read more continue reading

Zenith Managed Account clients increase through market volatility

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Demand for Zenith Investment Partners managed account services continues to grow amid the uncertainty and volatility in investment markets sparked by the Covid-19 pandemic. Zenith’s CEO David Wright said it... Read more continue reading

Longer-term factors key for AREIT sector

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The Australian Real Estate Investment Trust (AREIT) sector may have taken a COVID-19 hit however short-term implications should not deter investors from taking a longer-term view of the market, says... Read more continue reading

Looking to solve the low yield conundrum: Legg Mason Brandywine Global Income Optimiser Fund marks three-year track record in Australia

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Australia has entered a record low interest rate environment and may remain so for a prolonged period. Thus, investors, and their advisers, face a problem; how to generate sufficient income in a... Read more continue reading

Factor investing – an introduction

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Introduction Any list of the hottest topics in investment management circles over the last few years is almost certain to contain ‘Factor Investing’. Sitting between highly active, alpha seeking investing... Read more continue reading

Dividend cuts, deferrals and cancellations – what can investors expect from Australian equities?

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The swift and violent impact of COVID-19 has been clear for all to see, with lockdowns, rising unemployment rates and growing budget deficits putting significant strain on the global economy.... Read more continue reading

The outlook for dividends in a world of yield starvation

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There remains much uncertainty regarding the depth, breadth and length of the COVID-19 recession. For example, the Global Economic Policy Uncertainty Index (compiled by academics from Stanford, Chicago, and Northwestern)... Read more continue reading

Deferred, cancelled, and suspended – a look at dividends in the current market environment

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What has happened? The COVID-19 pandemic and response from governments to manage the health and safety of the global population has led to significant changes in daily life. Social distancing... Read more continue reading

Explaining the April US equity bounce

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Key points US unemployment is heading for levels not seen since the Great Depression. Despite the current dire economic outlook, US equity indices are back to October 2019 levels after... Read more continue reading