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Smart Beta10 September 2020
What do White Lady Funerals and Bunnings have in common?
Russel Chesler, Director, Investments & Portfolio Strategy
It may sound like a joke but it is a serious question. Morningstar rates the owner of each business as a wide moat company. InvoCare, the holding company for White Lady Funerals, and Bunnings’ owner Wesfarmers, are both included in the Morningstar® Australia Dividend Yield Focus IndexTM.
Smart Beta31 August 2020
A tale of two markets
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowWith the US announcing its ban on Chinese mobile apps – Tik Tok and Wechat, as well as the rhetoric emanating from the US election campaign, the two largest economies in the world are at odds. It seems too they are exhibiting divergence in both growth and policy perspectives.
Smart Beta24 August 2020
Australian miners three-peat
by Cameron McCormack, Manager - Investments
Read This NowChina’s V-shaped economic recovery, global mining operation suspensions resulting from COVID-19 and gold price surge has benefited the Australian resources sector.
Smart Beta14 August 2020
Why you shouldn't currency hedge gold
by Cameron McCormack, Manager - Investments
Read This NowAs the gold price surges, there has been some conjecture about how an Australian investor should best access gold and its global miners. Our view is that an unhedged exposure is the best access.
Smart Beta11 August 2020
REIT rents rebound
by Cameron McCormack, Manager - Investments
Read This NowRent collections for real estate investment trusts (REITs) in the US improved in July, according to the latest survey by Nareit (National Association of Real Estate Investment Trusts) which is the worldwide representative voice for REITs.