Remember Clive Dunn, star of BBC post-war sitcom Dad’s Army? His character, Lance Corporal Jones, would descend into a state of hysteria at the first mention of Hitler. “Don’t panic, don’t panic”, he would shout at his card-playing comrades, embodying the reaction he was urging them to avoid. Show More
With Labor tipped to win the next election, and franking credits in their sights, here are eight reasons we believe conservative investors looking for sustainable income over the long term should consider AREITs for their portfolios. Show More
Aussie market started flat and finished flat with no real sentiment in global and local markets. AUDUSD back above 76 cents and in the 2015H1 trading band of 76-80 cents as we expected…but now struggling to go higher. US Fed speeches overnight were pushing potential rate rise in April while... Show More
Aussie market started positive and finished positive despite wobbling around with weak China data and RBA keeping rates on hold. The Bank sector dividend yield to bond yield gap only reached these levels in 2008 and 2011 and both times the market bounced hard on yield trade. In an environment... Show More
Quant strategy model changes: APN and MYX were added while NTC and RMD were removed. Current quant strategy model portfolio: Materials – large (BHP); Transport – large (SYD, TCL), mid (QUB); Consumer Services – small (AAD, AGI, MTR, RFG); Media – mid (FXJ), small (APN, VRL), micro (ICQ); Health Care... Show More
