Battle-scarred companies winning the fight – corporate profit season

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CommSec has assessed the results of 131 companies from the ASX 200 index that reported half-year (HY) results to December 2011 (results for the six months to December) and 24... Read more continue reading

The low return investment world 10 years on…

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A decade has now passed since I first wrote a note suggesting that we are coming into an environment of low and volatile investment returns. At the time I and... Read more continue reading

Are dividend yields sustainable?

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With declining bank term deposit rates, there has been increasing interest in dividend yields as a source of income for investors. But how do you determine how sustainable dividend yields... Read more continue reading

Are bonds in a bubble?

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Outside of the troubled countries in Europe, government bond yields in developed countries have fallen to generational and in some cases record lows. Reflecting the capital gains that are generated... Read more continue reading

Challenging times for small cap IPO market

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Small cap companies continued to provide the majority of initial public offering (IPO) activity in 2011, with an increased number listing during the year compared to the last three years. ... Read more continue reading

Equities good value but markets will probably underestimate the risks again

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Equities remain at attractive valuations, though not outstandingly so, but markets are almost certainly underestimating the risks to markets this year as they did in 2011, van Eyk Head of... Read more continue reading

Global and emerging market outlooks for 2012

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What is the outlook for global versus emerging markets? Amit Lodha, Portfolio Manager of the Fidelity Global Equities Fund – “I expect global economic growth to remain muted in 2012,... Read more continue reading

Outlook for Australian money market rates

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2011 saw a dramatic change in how the Australian market reacted to a crisis overseas. This is nowhere more evident than in the reaction of the Australian dollar (AUD) says... Read more continue reading

Friday 13th…should investors be nervous?

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Over the past 15 times that the 13th has occurred on a Friday, the Dow Jones has fallen 7 times and the All Ordinaries has fallen 5 times. So on... Read more continue reading

What’s the best asset allocation for 2012?

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We are experiencing a second round of the global financial crisis, says Trevor Greetham, Director of Asset Allocation at Fidelity Worldwide Investment. The first round was caused when banks and... Read more continue reading