amp capital

Dermot Ryan

Dividend lovers: we’re witnessing a bit of a changing of the guard when it comes to the performance of ASX listed companies. Financials and in particular banks – where investors have traditionally looked for their sustainable dividend growth – are beginning to be threatened for the mantle of sustainable dividend... Show More

Dermot Ryan

On average, companies in the top 10 per cent of expected dividend yield deliver negative earnings growth, negative dividend growth and underperform the market over time, our analysis suggests. To find the companies with genuinely sustainable dividends, you need to dig much deeper than these simple historical measures. Show More

James Maydew

Global listed real estate has been enjoying a favourable outlook, supported by historically-low interest rates and improving economic sentiment. Here are three themes that we’re expecting to perform particularly well during the year due to their exposure to long-term secular growth trends. Show More

Diana Mousina

The pace of technological inventions and improvements continues to grow but anxiety and fear around the impact of these changes to jobs is lifting even more. The focus of new technology in the market this year has been around “machine learning”, which is a subsect of artificial intelligence that deals... Show More

Shane Oliver

A common narrative on the Australian housing market is that it’s in a giant speculative bubble propelled by tax breaks, low interest rates and “liar loans” that have led to massive mortgage stress and that it’s all about to go bust, bringing down the banks and the economy with it.... Show More