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DNR Capital: “Quality companies poised to win”

Market risks appear more balanced, quality companies poised to win market share.

Contributor | 28th Jul 2020 | More
Social housing – A potential for good returns while helping those in need

A nascent asset class is emerging on the back of the roll out of the National Disability Insurance Scheme (NDIS). NDIS is a welfare support scheme of the Australian Government that funds costs associated with disability.

Contributor | 21st Jul 2020 | More
Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was brought into focus  15 years ago at the 2005 Who Cares Wins conference, which examined its role in asset management and financial research, ESG has now become entrenched across the industry. Although there are still widely varying degrees of commitment to ESG, investing today in assets that adhere to these principles comfortably exceeds $US30 trillion – and is growing rapidly.

Contributor | 13th Jul 2020 | More
How is your porridge?

Too hot, too cold or, just right? It is suggested that this fairy tale has two moral issues, firstly, the sense of entitlement as Goldilocks freely samples the bears’ home and contents and secondly, question of what is ‘just right’. 

Contributor | 6th Jul 2020 | More
Two of Australia’s largest funds name new CIOs

Australia’s Future Fund has named Sue Brake to take on the role of acting Chief Investment Officer at the $205 billion sovereign wealth fund. The fund promoted its former CIO, Raphael Arndt, to the role of Chief Executive Officer. Arndt has served as the Future Fund’s CIO since 2014, delivering exceptional returns, having joined in 2008.

Contributor | 6th Jul 2020 | More
  • 6 benchmark busters; AU vs. US

    It has been one volatile year to say the least. Both the Australian and US markets traded in volatile conditions with many asset classes and more importantly sectors delivering poor returns. From rising geopolitical trade tensions between the USA and China to an unprecedented pandemic that spread over multiple countries and brought the global economy to its knees, investors were dealt an unpredictable hand.

    Contributor | 6th Jul 2020 | More
    What if?

    Portfolio construction is a function of possibilities. Equity versus fixed income is the obvious; equity the potential of capital growth, and fixed income the promise of low-yet-secure returns. You can test returns based on evidence from whatever historic time frame you care to choose to prove the point. Click and drag the forecast, QED, quod…

    Contributor | 29th Jun 2020 | More
    A change in script on emerging markets

    A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common headline logo. Does this collective wisdom improve investment decisions? The current equity rally has a fountain of opinion on why and what it means. Wordplay is part of the fun: FOMA,…

    Contributor | 24th Jun 2020 | More
    Is big picture small beer?

    Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the discount rate or cash flow yield, but many have opinions on issue such as debt and globalisation. The latter is a tough topic as globalisation is a…

    Contributor | 17th Jun 2020 | More
    JB Hi-Fi expects big profit jump in FY20

    JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of Australia’s largest device and home appliance retailers with its network of The Good Guys and JB Hi-Fi stores. JB Hi-Fi was established in 1974 by Mr. John Barbuto (JB),…

    Contributor | 11th Jun 2020 | More
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