It has been a bumper year for dividend investors as the Australian economy continues its COVID-19 pandemic recovery and companies continue to post record profits. As a result, a “dividend boom” has begun, with some analysts predicting up to $130 billion to be returned to shareholders, with the bulk coming from the banks and iron…
With climate change a hotter issue than ever before, post-COP26, the automobile industry has finally stepped-up its game and is creating appealing battery-powered machines in volume. What we are seeing right now is the electric vehicle (EV) boom in its infancy. Ausbil’s James Stewart, co-portfolio manager of the Ausbil Global Resources Fund, notes that “a…
Economies around the globe are starting to transition to a post-Covid world, but what they face is a new world riddled with supply chain issues, rising demand for metals used in car manufacturing and high government debt following stimulus and Covid-19 spending. Sage Capital’s portfolio manager, Kelli Meagher, and chief investment officer, Sean Fenton provided…
After months of deliberating, ASIC has finally given the green-light approval for two spot exchange-traded funds (ETFs) in the world’s largest two cryptocurrencies, Bitcoin and Ethereum. ASIC has provided best-practice guidelines and a set of requirements for Bitcoin ETF issuers, with a particular focus on the protection and storage of crypto assets. For example, private…
It was the magnesium boom that never happened, but Aussie investors are finally having a day in the sun after a shortage sends the magnesium price skyrocketing. In a similar fashion to the rare earths boom a few years ago, China has created, whether deliberately or accidentally, a magnesium crisis, which is sending investors piling…
The Covid recovery, which many investors have eagerly ridden since the pandemic lows of March 2020, is finally showing signs of moderation. Co-founder and CIO of Blackmore Capital, Marcus Bogdan, says “a growing myriad of challenges are weighing on equity markets, including supply-chain bottlenecks, energy prices grinding higher, financial deleveraging in China, the persistence of…
Dividends are back. After a Covid-enforced dividend lull, Australian companies are leading the world in dividend payout growth in 2021, with some of the worst-hit sectors, including mining and banks, recovering in full from what was a challenging 2020. Payouts are rebounding, albeit from a lower base. According to statistics released by Janus Henderson, “Australian…
The current lithium boom is expected to continue well into next year, which bodes well for lithium miners and battery producers. S&P predicts that lithium supplies will push out into 2022, despite a prolonged semiconductor shortage which has constrained the electric vehicle market and its sales potential. The seaborne lithium prices continue to rise on…
Komatsu Australia, the global manufacturer and distributor of earthmoving equipment has taken a step into the future by embracing virtual reality (VR) technology to help train and upskill their staff. The company has called upon Brisbane-based virtual reality scale-up, Next World Enterprises, to train and upskill their RTO’s in line with the global movement towards…
Share portfolio tracking software service, Sharesight, used for both long-term investors and day traders, has moved to integrate Stropro into its service offering. The transition will help boost Sharesight’s alternatives and structures investments profile. The Stropro alternatives platform will be integrated with Sharesight to provide an elegant ‘whole-of-wealth’ reporting solution for users of both…
