income

The 2018-2019 financial year has seen a dividend windfall for investors from Australian resource companies, an industry that isn’t historically associated with high...

Australian residential mortgage-backed securities (RMBS) provide a source of highly rated assets with consistent income generation. Two questions immediately come to...

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...

Commercial real estate is an income-generating asset class that covers a broad range of property types, including office buildings, shopping centres, warehouses and...

2018 was tough for most asset classes with the blowtorch being applied in the final quarter of the year. While markets have rebounded in 2019 the volatility provided a...

On a recent visit to Sydney we spoke with Vivek Bommi, Senior Portfolio Manager at Neuberger Berman, about the types of companies that he is most comfortable holding...

As many investors approach retirement, stable income can be increasingly hard to find in what can only be described as a low-yielding world. But what many investors...

The ALP is proposing a raft of tax changes that will negatively impact after tax outcomes for many Australian investors should they be enacted. Arguably the most...

It's not easy to find yield opportunities in the large-cap universe at this point in the cycle, and with the potential for a pick-up in global growth and interest...

Someone (maybe it was Albert Einstein) once opined that: “Insanity Is Doing the Same Thing Over and Over Again and Expecting Different Results” It is our view that...

Equities, fixed income, and alternatives tend to get all the media attention and headlines, but there's an oft-forgotten asset class that underpins most investor's...

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump...

I know I’m not alone in saying that watching old episodes of Seinfeld is one of my favourite ways to unwind – I’ve even done the Kramer Reality Bus Tour in New York!...

With franking credits in Labor’s sights, and half of Aussie income coming from a handful of stocks in sectors under duress, we asked Dan Pennell, Senior Portfolio...

In recent years, expected returns and income from traditional income asset classes have been low following years of global yield compression. As a result, investors...

In our previous paper entitled “Which superannuation funds may be affected by the ALP franking credit proposal” we found that members of many superannuation funds, not...

Dr Don Hamson from Plato Investment Management is always on the lookout for the best income opportunities from equities. His research suggests that there has been a...

Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash....

Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics have been sold down in recent months. And...

Investors hunting for yield from listed companies today face unreliable yields, and falling capital values as rates creep higher, as well as new additional risks posed...