All Articles tagged with 'Scott Kelly'

The COVID-19 global pandemic has rapidly evolved into the unexpected and far-reaching shutdown of large parts of the global economy, sharply reducing short-term demand for goods and services, as well as disrupting manufacturing and supply chains. Scott Kelly, portfolio manager at DNR Capital, a leading equities investment manager says: “Over half of ASX200 companies have […]

DNR Capital, a leading Australian equities investment manager says retirees who stood to lose up to 30% of their income under Labor’s franking policy should revisit their investment strategies, particularly in light of historic low interest rates. Labor’s failed franking policy is under review, with material changes likely (for example grandfathering provisions or cash refund caps), […]

Labor’s recently announced franking policy relating to cash refunds highlights the importance of capital preservation & diversification for retirees, according to DNR Capital’s portfolio manager for its Australian Equities Income Portfolio, Scott Kelly. Franking credits are designed to reduce or eliminate double taxation of dividends. They are a tax refund for shareholders of companies where tax has already been […]

Australian investors need to consider a higher allocation to Australian equities with strategies focused on sustainable and growing income generation to maximise income in 2018 and beyond according to DNR Capital portfolio manager Scott Kelly. “Despite our underweight positions in the big 4 banks and Telstra the12-month forward yield of the DNR Capital Income Portfolio is currently […]

DNR Capital positions for rising interest rates and an inflationary environment, currently underweight four major banks, property and Telstra. Recent support for bonds suggests the reflation trade might have run its course. However, this is likely to be a short term bounce and bond yields have probably bottomed according to DNR Capital Portfolio Manager, Scott […]