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Smart Beta19 October 2021
Dividend stocks beyond Australian blue chips
Cameron McCormack, Manager - Investments
2020 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 Beta22 September 2021
Delta surge supports Quality
by Cameron McCormack, Manager - Investments
Read This NowThe COVID-19 delta surge, particularly in the US, has dampened the economic outlook. If the global economic recovery continues to falter it could benefit quality companies, as they tend to offer investors protection during weaker economic environments and heightened market volatility.
Smart Beta21 September 2021
The players and their earnings
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowFans have long fawned over the big contracts of traditional sports stars, as players such as Cristiano Ronaldo, Lionel Messi, and Tom Brady rake in tens of millions of dollars. Esports hasn’t hit that level quite yet, but lots of esports stars have made more money before age 30 than others will earn in their entire life.
Smart Beta31 August 2021
China: The Way Forward
by Alice Shen, Senior Associate - Investments & Capital Markets
Read This NowChina’s stated goal and renewed focus is common prosperity – we are going to see social equality, self-sufficiency and security being addressed. Recent announcements such as the edict on education are an example. Although policy risks create short-term ripples in the market, there are sectors in mainland China that remain well positioned to benefit over the long run.
Smart Beta17 August 2021
Watching esports
by Russel Chesler, Director, Investments & Portfolio Strategy
Read This NowLive streaming services are the main viewing medium of esports. A massive nine billion viewing hours took place on the three largest streaming platforms in the second quarter of 2021. More recently, free-to-air networks have televised some esports leagues and championships live. Watching esports is entering the mainstream.