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Australian Equity21 February 2014
Banks: the dividends keep on coming
Arian Neiron, Managing Director
CBA shareholders in search of increased dividends have cause for celebration as CBA’s first half earnings result was pleasing to say the least. Dividend per share (DPS) was up 12% at $1.83. Bank yields have been and continue to be the talk of the town for dividend hunters though some investors don’t realise how high. Investors that don’t have a good allocation to banks in their portfolio are missing out. This may be a once in the investment cycle opportunity.
Gold14 February 2014
Gold shares: can they sparkle in 2014?
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowIt is no revelation that John Paulson and George Soros, two widely known hedge fund billionaires and large holders of Gold bullion felt the pain of 2013, with the yellow metal plummeting 28%. With Gold bullion forming an important base, will their equity counterparts, the Gold shares, be the point play that will see Gold regain its sparkle with 2014 being the golden opportunity for mean reversion of the gold sector?
ETFs07 February 2014
Invest with purpose - in purpose-built ETFs
by Arian Neiron, Managing Director
Read This NowPurpose drives human behaviour. Ask investors why they invest and you will get a range of reasons: to save for a deposit on a house, to fund one’s retirement or to simply get richer. Whatever their motivation, investors have an outcome in mind.
Vector Insights31 January 2014
Which bank?
by Arian Neiron, Managing Director
Read This NowWhich bank? The Australian banking industry is highly concentrated. Some would say it is an oligopoly. All the banks have made big profits and over time all of their share prices have increased considerably. People often consider them highly correlated to one another with little opportunity to pick one bank that will perform better than its peers.
24 January 2014
Read This Now2013 saw the Australian equity market, as measured by the All Ordinaries Index, achieve a return of 19.7% with the December quarter only returning a modest 1.0%. Despite many global events impacting equity markets, particularly the threat of a U.S. Government shutdown and the Federal Reserve Bank’s decision to cut stimulus, both U.S. and European equity markets also performed strongly...
Vector Insights22 November 2013
All I want for Christmas is the banks
by Arian Neiron, Managing Director
Read This NowCan you believe it? The end of the year is around the corner with only 25 trading days before the end of 2013. Is a Christmas bonus now on the cards?
With ANZ, BOQ, MQG, NAB, and WBC1 all having gone ex-dividend in early November now may be the time to add the banks to your shopping list for a little extra Christmas cheer...
Property15 November 2013
Property Securities: the forgotten yield play
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowListed Property Trusts (LPTs), as we used to call them, were in portfolios because of their low correlation with the growth assets. While we expected the growth assets to go up in the long term we were aware that the short term could be very volatile. These property assets were expected to stay in a narrower range while delivering a stable stream of income...