ANZ on-market buyback boosts bank investor confidence

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Specialist income investment management firm, Plato Investment Management, says ANZ’s $1.5 billion initial on-market buyback is another strong indicator of a strengthening outlook for ASX income investors. “While economic risk with regards to the continued spread on COVID remain, we think this announcement by ANZ is a strong signal that bank dividends are likely to

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COVID volatility underscores need for next generation in risk management

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New academic research by Plato Investment Management’s Head of Long Short Strategies, Dr David Allen, has highlighted the need for investors to move beyond the traditional “bell-shaped” normal distribution assumption that underpins much of industry practice. Dr Allen’s research paper, titled A comparison of non-Guassian VaR estimation and portfolio construction techniques, has recently been published

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Investors missing out on after-tax alpha

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Members of superannuation funds should be comparing more than pre-tax fund performance and looking at total after-tax returns. Data from the Productivity Commission reveals there is a significant deficit in the after-tax management of superannuation member accounts[1]. Low-tax investors, such as retirees and some self-managed super funds, could earn more if they better considered their

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Investing for retirement just got harder: thankfully dividends are still coping with negative interest rates

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Investors, and particularly Australia’s 3.8 million retirees, should review their income generating investment strategy in light of the RBA’s third  rate cut decision, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their floating

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Plato Income Maximiser announces $200m entitlement offer to meet demand for income

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With official cash rates and bond yields plumbing to record lows, investors are increasingly looking for dividend payments as a replacement for their cash and fixed interest income. To help meet this increased demand, Plato Income Maximiser Limited (PL8 or the Company) today announced a $200 million entitlement offer. PL8 is the only Listed Investment Company (LIC)

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Beware of income investing trap

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With official cash rates and bond yields plumbing all-time lows, investors of all types are increasingly looking for dividend payments as a replacement for regular income from term deposits and/or bonds. While a decade ago, term deposits were generally producing higher returns than dividend income, falling cash rates mean dividends are now much higher, notes

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Retirees should review their income strategy in light of second rate cut

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Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s second rate cut decision yesterday, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their floating rate income

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Retirees should review their income strategy in light of rate cut

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Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s decision to lower interest rates by 25bp today, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their

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Dividends, here and overseas, rose in first quarter

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Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the first quarter compared to Q1 2018,” said Dr Don Hamson, Managing Director of active income fund manager Plato Investment Management. “This was a slight acceleration on

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Investing in our future fund managers

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Aspiring women in finance are set to benefit from a partnership between a leading income fund manager and The University of Technology Sydney (UTS). Plato Investment Management believes change is needed to address the under-representation of women in the sector. “Investment management is a global industry, and the diversity of our people, ideas and experiences

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