Dividend seeking retirees should not ignore fundamentals

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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), […]

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Don’t panic – diversify away from traditional ‘franking darlings’

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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 […]

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Seek out: ‘Growers’, ‘Compounders’, ‘Cows’ and ‘Yielders’ to build income in 2018

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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 […]

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Real Asset Management Group launches multi-asset portfolios for high net worth clients

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Australian-owned Real Asset Management Group (RAM) has launched a bespoke multi-asset portfolio capability for high-net-worth clients who want truly globally diversified portfolios and Asian clients who have completed Significant Investment Visa requirements. The independent wealth and asset management firm with offices across Australia, Europe and in Hong Kong provides investment solutions to high-net-worth individuals, family […]

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Retirees and investors should consider rising interest rates and inflation

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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 […]

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Dalton Nicol Reid expands investment team with a key appointment

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Dalton Nicol Reid, a boutique Australian equity investment manager, yesterday announced the appointment of Scott Kelly to its investment team. Scott has 15 years of investment experience, with previously held Executive Director positions at Morgan Stanley and UBS in Sydney. “Scott is a welcome addition to our professional investment team which has helped create a track […]

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