investors

Joe Millward from Epsilon Direct Lending goes in-depth with James Dunn from The Inside Network on an agile mid cap lender delivering attractive recurring income to investors.

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not the case, and investors are largely left with cursory comments on the less-than-useful positions in the portfolio. At least in listed markets the attribution can be verified, assuming the fund is forthcoming…

If investors ever had any concerns about whether the Perennial ‘Better Future’ strategy was giving up any potential returns through its ESG orientation, the actual results should put them to rest. The strategy, available through a standard unlisted unit trust, the listed active managed fund vehicle (ASX: IMPQ) and mandates on request, has averaged 14.7…

Market weakens on China tensions, local tech dumped, hot IPO market cooling The ASX200 (ASX:XJO) fell 0.5%, weakening throughout the day as news continued to worsen.  Initially, it was US payment giant PayPal (NYSE:PYPL) delivering a strong earnings result but announcing they would soon be bringing their BNPL offering to Australia in direct competition with Afterpay (ASX:APT). Shares in APT fell 7.0% and the IT…

Perth in lockdown, ASX flat for the week, retailers smashed  Perth has entered a ‘snap’ three-day lockdown following another hotel quarantine outbreak. Despite this, the market finished slightly ahead on Friday, 0.1%, and finished the week flat. The highlights over the week were Megaport (ASX:MP1) and Monadelphous (ASX:MND), which jumped 10.5% and 8.6% respectively. All attention has been on a number…

ASX pares losses, defensives in favour again, Nuix downgrades again  The ASX200 (ASX:XJO) trimmed losses to just 0.3% despite falling as low as 1.6% during the session. The selling pressure was driven primarily by the energy and property sectors as concerns about spiking global COVID-19 cases impacted confidence. The recently listed Nuix Ltd (ASX:NXL), a big data and analytics…

ASX hits 13 month high, unemployment falls again, oil prices jump 5%  The ASX200 (ASX:XJO) is within just 100 points of an all-time, finishing 0.5% higher today and slowly catching up to a US market that is hitting new highs almost every other day. Today, it was all about the mining and energy sector, with US crude inventories…

Markets weaken, Webjet raises $250m, lithium jumps as production ramps up The ASX200 (ASX:XJO) fell 0.3% to begin the week, struggling to overcome a weak overseas lead with a lack of material announcements for the local market. All eyes were on Federal Reserve Chair Jerome Powell’s 60 Minutes interview overnight in which he highlighted that the US economy is…

ASX hits new high, value rotation continues, car sales spike The ASX200 finished another 0.6% higher on Wednesday, reaching the highest point since February last year but still some way off the all-time high of 7,199 points. Once again it was the energy and materials sectors boosting the market as a flood of more positive economic news…