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Aussie companies cut dividends as costs rise; Banks buck the trend

Australian companies’ dividend payouts are down 24 per cent from a year ago, as higher interest rates and cash flow challenges darken the outlook. Payouts from miners decreased significantly, although the dividend picture remains positive for banks.

Nicki Bourlioufas | 20th Sep 2023 | More
Income stocks still a smart defensive play, but look beyond miners and banks

Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker play in 2023, with opportunities emerging beyond these traditional Australian dividend payers – although valuation will be key.

Lisa Uhlman | 17th Mar 2023 | More
Dividend tsunami washes onto markets, but growth is on the wane

The dividend wave that has surged on to the global markets shows no sign of abating. Australian investors have been of the the biggest beneficiaries, but that may change.

James Dunn | 31st Aug 2022 | More
  • Aussie Fund Managers feel the heat as outflows mount

    In the latest quarterly data for FY22, both Perpetual and Pendal Group recorded fund outflows of $4.0 billion, Magellan lost $5.2 billion and US$11.9 billion exited Janus Henderson. GQG Partners was the one shining light, recording inflows of US$2.8 billion.

    Lachlan Buur-Jensen | 3rd Aug 2022 | More
    Federal Reserve commentary sparks a relief recovery in tech stocks

    Last week’s effort by the Federal Reserve to curb inflation by raising US rates by another 75 basis points will likely see inflation decline in 2023 and will likely tip the economy into recession.

    Ishan Dan | 29th Jul 2022 | More
    Dividends set to return to 85% of pre pandemic levels in 2021

    The Australian stock market has long been known as the place to be for income-loving investors. Why? Because company dividend yields in Australia are amazingly high. The dividend yield for 2021 and 2022 is forecast to be 4%-5% plus franking, compared to cash rates and fixed-interest products yielding below 1%. According to Morningstar, S&P/ASX 200…

    Ishan Dan | 2nd Jun 2021 | More
  • Investors must pick their emerging markets

    Portfolio managers are urging investors who are considering emerging markets to examine countries individually and understand their health systems and governance risks as to whether they will show resilience. Emerging markets have not been spared from the volatility caused by the COVID-19 outbreak. Alessia Berardi, head of emerging markets macro and strategy research at Amundi…

    Drew Meredith | 11th May 2020 | More