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Spread is your value factor

Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in recent years and therefore the evidence is there to support the pattern. A simpler argument is that low rates push investors into asset classes that can provide relatively higher returns,…

Geff Gebler | 27th May 2020 | More
Financial planner daily report – ASX shares to rise at the open

In the USA, it was Memorial Day. However, a strong lead from the local futures market was enough to send the ASX 200 to an 11-week high on Monday, but over 2% for the day.

Drew Meredith | 26th May 2020 | More
  • Getting back to normal with Franklin Templeton

    Franklin Equity Group’s John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.

    Staff Writer | 25th May 2020 | More
    Scrubbing up the application of ESG

    Amongst the headline noise on virus affected financial conditions, it is surprising that ESG seems to have gained an even stronger foothold.

    Geff Gebler | 18th May 2020 | More
  • Daily report Monday – from Xero to profit, ASX 200 to open up, and is retail dead?

    The ASX 200 (ASX: XJO) is set to open higher, China and Australia trade tensions to ease, Xero reports and more.

    Drew Meredith | 18th May 2020 | More
    Aussie tech stocks shine

    If clients are seeking advice on where opportunities are in the Australia share market, they should not overlook a group of Australian technology stocks that withstood the pandemic and have strong growth prospects. Macquarie Securities analysts reveal that some technology stocks have continued to grow throughout the COVID-19 crisis as the disruption has accelerated the…

    Annabelle Dickson | 13th May 2020 | More
    Hybrids are back, and paying higher yields

    The hybrid securities market felt the brunt of the COVID-19 crisis in March, when two issues were withdrawn and another issuer deferred redemptions. But last week Macquarie Bank relaunched its hybrid offer, offering a substantially higher margin than the rate on offer a few months ago. Macquarie Bank Capital Notes 2 was originally launched on…

    Annabelle Dickson | 13th May 2020 | More
    ETF Securities: FANGs defy rocky market

    In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…

    Kris Walesby | 13th May 2020 | More
    Markets Diverging From Economics – Monday update

    Markets around the world finished last week on yet another strong note with the USA’s S&P 500 up 1.7% on Friday and Australia’s ASX 200 remaining weaker but improving 0.5%.

    Drew Meredith | 11th May 2020 | More
  • ASX 200 set to open flat on Friday: what Advisers need to know

    The local sharemarket is tipped to open flat on Friday morning, according to SPI futures. 

    Drew Meredith | 8th May 2020 | More
    Renewables bring might to the race for returns

    There is little doubt that the world as we know it will change as a result of the COVID-19 outbreak and subsequent shutdowns. But how much? No one truly knows, but there is little doubt the task of investment and financial advisers has becoming increasingly difficult. With bond markets offering little to no income and…

    Drew Meredith | 6th May 2020 | More
    Examining Pushpay as a small cap holding

    Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New Zealand based donation systems and software business for religious, not-for-profits and education providers in the US, Canada, Australia and New Zealand. Pushpay is used by over 7000 churches worldwide….

    Jaz Harrison | 6th May 2020 | More