Dividends in Australian Shares – is the COVID lockdown lifting?

From

What happened during reporting season? In many ways, FY20 reporting season was one of the most closely watched in recent memory as investors attempted to understand the true impact of the COVID-19 pandemic on company fundamentals. Going into the end of the financial year, expectations for earnings had been slashed significantly due to the level

continue reading

ESG investing latest fad or here to stay?

From

There has been a proliferation of Environmental, Social and Governance (ESG) products hitting the market as product providers seek to meet the growing demand from asset owners and investors alike. Whilst more choice is good for consumers there is growing concern around ‘Greenwashing’ (overstating a product’s ESG credentials). How true to label are ESG investment

continue reading

The attractors and detractors of FY 20 – a year of lockdowns and zoom meetings

From

FY20 will be remembered for lockdowns, Zoom meetings, and the fastest bear market in history driven by the global COVID-19 pandemic. For the 12 months to June 30 the ASX200 returned -7.68%; our yield-focussed Russell Investments High Dividend ETF (RDV) underperformed over the year and returned -15.83%[1] . This period includes a market selloff of

continue reading

Liquidity and debt – who’s buying?

From

The COVID-19 global market rout has generated levels of market volatility not seen since the 2008 Global Financial Crisis. Central bankers have responded to the shock to growth by following essentially the same playbook: cutting interest rates to zero as rapidly as possible, followed up with quantitative easing and other programs to support financial markets.

continue reading

Australians in the dark on super investments as COVID-19 hits retirement savings

From

In the weeks leading up to the COVID-19 crisis and its dramatic impact on markets, the majority of Australians believed their superannuation fund would protect their retirement savings from a downturn, according to new research from leading global pensions and investment adviser Russell Investments. The research comes as fear around the erosion of Australia’s retirement

continue reading

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

From

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 and isolation have become the new norm; homes have become offices, businesses have had to shut down temporarily if not permanently, and traffic has become

continue reading

How to prospect in today’s world: 5 sales strategies for financial advisers

From

Over the past few weeks I have had many discussions with financial advisers on how they are generating new business in this environment? I took that question back to my colleagues and experienced advisers, and we all agreed that generating new business today boils down to generating new LEADS: Leverage your existing client base Engage the next

continue reading

Good news vs. bad news: The tug-of-war facing markets over the next month

From

News is an interesting concept, in that information really only counts as news if it’s unexpected. On the flip side, information isn’t news if it is expected. April, however, is showing that even when the expectation is for bad news, the cumulative effect of so much negativity can still weigh on markets heavily. In other

continue reading

Russell Investments launches ‘next generation’ Managed Accounts, offering dynamic management at cost-effective price

From

Global asset manager Russell Investments has launched a ‘next generation’ suite of multi-asset, managed accounts. This offering is a direct response to growing adviser and investor preference for more transparent, personalised investment solutions. The solution answers the demand for more ‘active’ managed accounts at a cost-effective price point. According to Industry estimates, the Australian managed

continue reading

2014 Year of the Horse will see global recovery

From

Modest global growth expected as the world economy saddles up for a recovery, astute investors will think laterally about portfolio construction.  Global G3 economies are heading towards synchronised, moderate growth in 2014 with a likelihood of low returns, according to the Annual Global Outlook report, released by Russell Investments. The report is produced by Russell’s

continue reading