Bank shares versus bank term deposits

Investors can get after-tax returns of around 9.00% from the Big 4 banks Australian Index Investments (Aii) believes that major Australian banks are now providing a better yield than is available from those banks’ term deposits. Australian banks have underperformed over the last 12 months and valuations now look very reasonable. Right now, PEs have

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What’s next for commodities?

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Growing concern about the strength of global demand recently prompted big falls in the price of many commodities. How much have commodities dropped? It depends. Take silver, which has been one of the fastest-rising commodities this year, fell the most losing 25% of its value in a five-day slide in early May. Oil prices also slid,

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CommSec Investor Signposts: Week Beginning May 22 2011

Upcoming economic and financial market events   The big picture Is the petrol price high? It depends on your stand-point, especially given the fact that prices are quite volatile, making it harder to make comparisons over time. But it is worthwhile looking at the experience over the past three years as the pump price at

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Asia’s dividend ‘sweetspot’ continues to yield

Below is a market comment from Jason Pidcock, head of the Asian Equities desk at Newton, part of BNY Mellon Asset Management, on the outlook for equity income investing in the Asia-Pacific region (ex-Japan).  Jason is based in London. x Key points: Asian companies are realising the benefits of paying a dividend Inflation concerns exist,

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Multiport SMSF Investment Patterns Survey March 2011

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment trends which have or may be emerging.   The survey covers around 1, 400 SMSF’s that we administer and the investments they held at 31

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Zenith: alternative research products in high demand

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Twelve months ago Zenith Investment Partners Pty Ltd (Zenith) acknowledged the need to boost its market research offering with the establishment of the Alternatives Research division to be headed by accomplished investment professional Daniel Liptak. Reflecting on rapid growth and success of the Zenith’s Alternatives Research, Director and Co founder David Smythe said the target market for alternatives research

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Legg Mason urges investors to rethink retirement portfolios

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Real assets can be useful tool to produce stable income Legg Mason launches funds to fill gap for retiree tailored products x A new paper released by Legg Mason today argues the burning issue of longevity risk needs to fuel a rethink of portfolio construction for retirees with a greater emphasis on income producing alternatives and equities.

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Strategy Monthly: Euro confusion

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Equities appear to have recovered their poise after the four-week correction from mid February to the lows around the time of the terrible events in Japan mid March. Markets have taken the ECB raising interest rates in their stride, perhaps because expectations for rate hikes in the UK and US have been pushed further out

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CommSec Economic Insights: Fruit prices plunge; Manufacturing shrinks; $A soars

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Weekly petrol prices; TD Securities monthly inflation gauge Inflationary pressures ease. The TD Securities-Melbourne Institute monthly inflation gauge rose by 0.3 per cent in April or 3.6 per cent over the year. The trimmed mean (underlying rate) rose by 0.2 per cent in April with the annual rate easing to a seven-month low of 2.3 per cent.

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Rating On Vanguard Australian Shares High Yield Fund Unaffected By Benchmark Change

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Standard & Poor’s Fund Services today announced that its rating on the Vanguard Australian Shares High Yield fund is unaffected by changes made by the manager, Vanguard Investments Australia Ltd. x Effective April 29, the benchmark will change from the S&P/ASX 200 ex-A-REIT index to the FTSE ASFA Australia High Dividend Yield Index. The new objective will

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