yield

Rudi Minbatiwala

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! Yet it came as a bit of a surprise when the episode ‘The Opposite’, where George Costanza... Show More

Fund Manager Q&A

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 Manager at Plato Investment Management to outline what's on offer through global equity income investing. Q1: How does global equity income stack up... Show More

Rudi Minbatiwala

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 have increasingly looked towards growth assets, like equities, to meet their income requirements. The standard strategy has been to target an equities mix that tilts... Show More

Fixed Income

The ‘reach for yield’ has caused formerly defensive portfolios to gradually venture into higher risk assets that could leave them exposed to downturns. As a consequence, Gopi Karunakaran, Portfolio Manager at Ardea Investment Management urges investors to question just how defensive their portfolios really are. In this short interview he... Show More

Stephen Bruce

Traditionally, when seeking income, investors have turned to fixed income investments such as term deposits or bonds. However, persistently low-interest rates have seen investing in higher yielding stocks become an increasingly popular strategy for investors seeking to generate an income stream. Show More

Jason Teh

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 bond bears would have it that they are collateral damage from rising US yields. However, we believe this is a false narrative. Hence, we need to... Show More

Dermot Ryan

On average, companies in the top 10 per cent of expected dividend yield deliver negative earnings growth, negative dividend growth and underperform the market over time, our analysis suggests. To find the companies with genuinely sustainable dividends, you need to dig much deeper than these simple historical measures. Show More