Assessing today’s dividend landscape

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Livewire Markets

If income is your religion then prepare to meet your God! Dr Don Hamson is Managing Director of Plato Investment Management and specialises in seeking out the best income opportunities on the ASX and overseas. Livewire recently sat down with Hamson and put a number of questions to him to understand how he views the landscape for income investors. Where are you seeing dividend growth on the ASX? Are the banks still a ‘must-have’ in any portfolio? How do you handle resources stocks? Tune in for his responses, including a special focus on the outlook for CBA in light of the current Austrac investigation. 

 

Key Points

  • From an income perspective resource stocks should be viewed as a shorter-term way of accessing dividends. However, due to the cyclical nature of the businesses, the dividends can be quite volatile.
  • Outside of resource stocks there has been some good growth in dividends in industrial companies like Woolworths, Wesfarmers, IAG and CBA.
  • Bank stocks will continue to be a good source of dividends despite the potential for some short-term issues in the case of CBA. 

Interested in income investing?

For further insights from Plato Investment Management, please visit our website

 


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