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Term Deposits

Australian Cash & Fixed Interest & Term Deposits While the RBA in unlikely to lift the official cash rate in 2017, the banks have already started lifting both fixed and variable mortgage rates as offshore borrowing costs squeeze net interest margins. GDP...

Key Themes for 2017

We expect real GDP growth to average approximately 2.8% for 2017, with momentum likely building as the year progresses. Inflation is likely to remain weak during 2017, expected to average about 2.0%, with downward pressure continuing to come from anaemic wage price...

Yield Stocks

The Search for Yield The current low interest rate environment in Australia is forcing investors to go in the search for superior returns. This has continued the demand for the traditional, high yielding blue chip shares that are available on the Australian share...

Outlook for Investment Markets 2017

2016 was an exciting year for the Australian equities market due to the combination of volatility and uncertainty. Broader market performances were below those experienced in the 2010–2014 period. Total returns, measured by the S&P/ASX 200 Accumulation Index to 14...

Preferred Stocks – By Sector

BANKS The major banks have attractive income yields relative to alternatives of cash, term deposits and investment-grade bonds. Fully franked dividend yields between 5.5% and 6.6% gross up to 7.8– 9.5%. All four major banks are trading close to our fair value...

An Introduction into Exchange Traded Funds

An ETF is a managed fund or unit trust that is quoted and traded on a stock exchange such as the ASX. ETFs are built like managed funds, but trade like shares, meaning that pricing is transparent and that the products can be bought and sold throughout any trading day...

Model Portfolios DEC 2016

 December 2016 Model Portfolio Selection Growth Model Portfolio Our growth model filters earnings per share (EPS) growth of over 20% while maintaining a hold, accumulate or buy rating on the stock. This model is for investors seeking moderate to high levels of capital...

Model Portfolios NOV 2016

November Model Portfolio Selection   Growth Model Portfolio Our growth model filters earnings per share (EPS) growth of over 20% while maintaining a hold, accumulate or buy rating on the stock. This model is for investors seeking moderate to high levels of...