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Smart Beta23 July 2021
Earnings season for China A-shares
Alice Shen, Senior Associate - Investments & Capital Markets
Earnings season is well underway for Chinese companies. As of close on 15 July 2021, 38% of A-share companies have released their pre-announcement. Out of 1,600 disclosed companies 69% are reporting positive 1H21 guidance.
Smart Beta21 July 2021
Dividend stocks beyond Australian blue chips
by Cameron McCormack, Manager - Investments
Read This Now2020 was a difficult year for yield chasing investors as companies cancelled/reduced dividend payments to shore up cash flows in light of uncertainties navigating COVID-19. Large cap stocks, notably big four bank dividends for 2020 were on average 60% lower than 2019.
Smart Beta06 July 2021
The great accelerator
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowClimate change is considered one of the most critical global issues of our time. It has been an accelerant for mass environmental and ecological awareness and triggered unprecedented levels of investment into renewable energy and carbon-reducing infrastructure from governments and businesses worldwide.
Smart Beta28 June 2021
China to expand semiconductor development
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowSince the global pandemic took place in March 2020, semiconductor shortage has increasingly become an issue that nations can’t ignore.
Smart Beta17 June 2021
Read This NowThere are a number of indicators supporting emerging market equity growth in the second half of 2021.