Investor Insights
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Exclusive interview: Charlie Aitken
As part of our partnership with Livewire, watch this exclusive interview of Charlie Aitken, CIO of AIM Funds. Charlie shares his views on how the investment landscape will evolve and how his fund is positioned, on both the long and the short side.
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October: best performing month in 2017
Julia shares her insights on the current AGM season with the outlook statements in focus.
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Raise your yield with corporate bonds
Despite a constant decline in rates, surprisingly Australian investors are increasingly relying on term deposits. In fact, at the same time interest rates are at all-time lows, the amount held in TDs is at an all-time high. This situation is leaving many Australians with less and less income.
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Dividends brighten the share market picture
Dividends have always played a key part in the returns from the Australian sharemarket. Although the Australian market is struggling to regain the record-high levels seen in 2008, returns look better if dividends are included.
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The post-earnings announcement drift (PEAD) effect in September
Does the post-earnings announcement drift (PEAD) effect on the market hold true? (Companies which outperformed on the day of their earnings announcement - on their fundamentals and share price - tend to outperform the market in the following weeks and even months after the results).
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How to avoid the ETF Trap
The popularity of exchange traded funds (ETFs) continues to grow at a rapid pace. Bell Direct CEO Arnie Selvarajah explains that there are several very good reasons for the rising appetite in ETFs.
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Has the reporting season changed your thinking about the market?
Hear from Julia Lee and other key financial experts, on how this reporting season has changed their thinking about the market.
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What we saw this reporting season
Julia Lee shares her insights on this earnings season, who the best and worst performers were, as well as an overview of the private health insurance and hospital area.
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How to make rising rates your friend
Most of us expect that interest rates will rise at some stage, so here’s five questions investors considering bonds should be thinking about.
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Investors cautioned to avoid the ‘ETF trap’: Bell Direct
Innovative online trading platform, Bell Direct, has warned investors to avoid the “ETF trap”, as the move to passive strategies gains substantial pace and inflows reach all-time highs.
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What to expect this reporting season & July overview
Julia Lee shares her insights on the upcoming reporting season, from double vs. single digit growth expectations, companies in an upgrade cycle and potential gains from the most shorted stocks in the market.
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Why you should own your age in bonds
A rule of thumb coined by John Bogle, founder of global asset manager Vanguard, is that your bond allocation should roughly equal your age. While clearly not an exact science, it demonstrates the increasing need for fixed income as we move through life.