yields

It has been an unprecedented nine months. One of the more conclusive aspects to emerge from this tumultuous period, at least in the eyes of Australian income...

Centuria Healthcare has settled approximately $115m worth of day and short-stay hospitals for its recently launched open-ended unlisted Centuria Healthcare Property...

Several weeks ago we ran an episode with the same topic, where we spoke at length about traditional sources of yield, and reached the conclusion that due to record low...

After 5 years of falling RBA rates and the fact that income needs are rising against falling “safe” investment returns, what can clients do? Growth was good before...

Interest rates have been on a secular decline for 3 decades dropping from midteen interest rates in 1990 to below 1% in a post pandemic world. By contrast equity...

When COVID-19 hit Australia in March, credit spreads across the whole investment grade bond market responded by migrating wider and prices headed lower. We saw this as...

High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment. Today’s bond yields are indeed low, and some...

In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one our largest positions. And we remain positive on the outlook...

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...

There’s been a fair bit of commentary recently that because interest rates and yields are so low, government bonds no longer have a role in portfolios. The argument...

Today we turn our attention to an emerging issue faced by both institutions and investors alike: finding income in the zero interest rate environment that could last...

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...

With interest rates at all-time lows, and set to remain there for “…years, perhaps decades…” according to Reserve Bank of Australia (RBA) Governor Philip Lowe, it is...

(Ed's Note: On 6 April 2020 ASIC commenced proceedings against Mayfair 101 and Mayfair Platinum for misleading or deceptive advertising.)The brands IPO Wealth &...

“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...

Approximately 30% of all bonds traded globally, have negative yields. Buy a bond with a negative yield, hold it to maturity, and you will lose money. It is one of...

Over the last five years, franking credits have been an attractive option to non-taxpaying investors, adding an average of 1.56% compared to returns...

The slowdown in global growth does, in part, reflect waning globalisation, but it is important to remember that this slowdown was very much entrenched even before...

Projected dividend growth for the ASX 200 is negative for the first time since the GFC and equity income investors need to change their focus from yield to income....

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...