Equity Income

Income from all asset classes has been declining for over a decade, and accelerated this year since COVID took hold. From cash to fixed income, property to dividend...

After some good feedback on recent insights into our stock selection process, I thought I’d share our thinking about another one - Prudential Financial (NYS:PRU). A...

Even the most dependable dividend-paying companies cancelled or dramatically reduced payouts in FY20 – including Australia’s big four banks. And the downward dividend...

Income investors have been hit hard by 2020. Bonds are sitting at ~1%, yields are low, and dividends have been slashed. But according to Michael Maughan, Portfolio...

The COVID-19 crisis has seen banks slash dividends, two of Australia’s big banks deferring dividends indefinitely. There is looming uncertainty as to whether banks...

Income is one of the most important considerations for retirees. Once the days of earning a salary have passed, replacing it with a steady stream of income is...

“Anything can happen, at any time.” - Joseph Goldstein, Buddhist teacher and author So far this year, avoiding the torrent of events in public health, economies,...

In the UK Barclays, RBS, Lloyds, HSBC, Standard Chartered all cut their 2020 dividends entirely. Companies in Europe, the USA and Australia are largely following suit,...

In September last year we penned a piece titled the ‘Impact of negative rates on global capital flows’ in which we laid out the case for increasing demand for higher...

Domestic Chinese investors receive very little on their bank deposits – just like the rest of the world – but remain wary of equities as a way of increasing their...

“We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...

Telstra, NAB and AMP have cut their dividends... so, which 'bluechip' will be next on the chopping block? With the majority of ASX dividend income coming from a very...

Twelve months ago I highlighted Transurban as a company with an attractive, sustainable dividend profile. The two key planks to the thesis were high cash operating...

In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...

There's no doubt in anyone's mind that the past year has been an extraordinary period for markets. Casting his mind back 12 months ago, Ausbil Investment Management...

Welcome to today’s webinar, where two wealth managers will explain how they go about building a diversified income strategy. The recent interest rate cuts from the...

With no apparent end in sight for low interest rates, and post-retirement lifespans ever-increasing, equities are an important part of the asset mix for people in and...

Global equities are not normally known for high income, with the MSCI World ex Australia providing around a 2 per cent annual dividend yield. However, if one looks...

Five years of price consolidation, a possible bottoming of the housing market, and the unexpected return of the coalition government have mitigated some of the key...

When compulsory super was introduced 25 years ago you could rely on cash and fixed income. These days, the RBA cash rate is 1.5%, 10-year bonds yield less than 2% and...