total return

Latest news and analysis on total return

Equities

Where will most returns likely come from going forward?

Income is always a component of total return, whereas capital growth is not.
Chad Padowitz
Talaria Asset Management
Equities

Outperformance. All companies try, but few achieve it

New research indicates there are 5 pathways common to the few that shoot the lights out of total shareholder return over a 10 year period
+2
Kym Sheehan
Livewire Markets
Expert Insights

Here's the sweet spot for fixed income right now

According to Adam Grotzinger from Neuberger Berman.
David Thornton
Livewire Markets
Income Series

This is how you escape Australia's dividend trap

In Australia, income investing is too often thought of as fully-franked dividend investing. That narrow lens can easily lead to a dividend trap – where investors...
David Thornton
Livewire Markets
Equities

The 2 big risks of income strategies, and how to fix them - part 2

The issue with equity market income - ASX200 While equity market income has been a crucial part of total return for over 100 years and sometimes the sole contributor,...
Chad Padowitz
Talaria Asset Management
Equities

Why you need an income engine

Savers have long recognised the need to balance income and capital, but recently this has proven difficult as yields of all asset classes have fallen to very low...
Chad Padowitz
Talaria Asset Management
Equities

What return can you expect from Australian equities?

Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound...
CSL
GMG
+3
Tim Kelley
Montgomery Investment Management
Macro

Why income is as important as ever for long-term investors

Whether you think there is a bubble, or the current valuations are justified doesn’t matter. It’s a fact that valuations are higher than they have ever been for many...
Chad Padowitz
Talaria Asset Management
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