ASX:FET

Franking credits: storm in a teacup?

James Gerrish

While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More

It's no surprise there's no surprise

Pat Barrett

With REITs earnings largely derived from contractual rental income, it's no surprise that the sector has delivered solid earnings growth and that there's been no earnings surprises. The general trends thus far have been further cap rate compression (massive demand for real estate), debt cost savings, further corporate efficiencies and... Show More

Site visit to Ramsay Healthcare's UK and French operations

Marcus Bogdan, CIO Asia Pacific

A key highlight during the quarter was the opportunity to travel to the UK and France. The purpose of our trip was principally to glean greater insight into the five industry themes of Energy, Health care, Resources, REITS and Supermarkets. This included a two-day briefing by Ramsay Health Care (ASX:RHC),... Show More