Australian equities

Many born before 1946 or the Baby Boomers have been well served by shares paying fully franked dividends. But as longevity kicks in, they could need to factor in a greater emphasis on growth stocks.

It hasn’t been a great year for the healthcare sector, whether due to company-specific issues or the pressure of a strong Aussie dollar holding back what are predominantly overseas profits. Overall, the healthcare index is up 9.7 per cent for the year, but that’s a far cry from the rest of the market. The S&P/ASX…

T.Rowe Price’s head of Australian equities and portfolio manager, Randal Jenneke, and the head of multi-asset solutions, Thomas Poullaouec, recently discussed with investors what is in store for the Australian economy post-pandemic. They both provided valuable insights into the vaccine rollout currently underway, policy stimulus and the subsequent pandemic recovery. According to Poullaouec, “the recovery…

Peter White, The Inside Network: Welcome to another podcast from Datt Capital. My guest today is Emanuel Datt from Datt Capital. Emanuel…Welcome and congratulations on a great year. ED: Thanks, Pete. Its been a very good year for us, thankfully, and we hope it will continue. PW: On my reading, you’ve scored over a 30%…

ASX continues to weaken, unemployment surprises, NZ nearing second recession The ASX200 (ASX:XJO) finished another 0.7% lower on Thursday, with every sector but miners and retailers falling. Amongst the biggest detractors were the Commonwealth Bank (ASX:CBA) and CSL Ltd (ASX:CSL), down 1.6% and 1.9% respectively. The sell-off came despite what appears to be great news for the economy; the unemployment rate…

ASX stronger, Greensill risk expands, Vocus (ASX:VOC) deal confirmed  The ASX200 finished 0.5% higher in a mixed day for the market, with the IT and materials sectors remaining the primary drags on performance. The industrials sector which includes a number of infrastructure and more cyclical companies was the highlight, adding 1.1% with the likes of Transurban Group (ASX:TCL) and Sydney…

ASX to open higher, strong US lead, Commonwealth Bank (ASXLCBA) hit with ASIC investigation The ASX200 (ASX:XJO) finished 1.7% higher to start the week, rebounding quickly from Friday’s so-called ‘bloodbath’. Once again, market volatility was met with reassuring language from central banks and positive news around the vaccine rollout. The Reserve Bank of Australia confirmed that they would be…

Global markets drop, ASX200 down most in five months, Orica (ASX:ORI) and Afterpay (ASX:APT) smashed The ASX200 (ASX:XJO) fell 2.4% on Friday, the worst daily fall in five months, taking the weekly performance down 1.8% but still managed to deliver a 1% return for February. On Friday it was all about tech or anything that has benefitted…

ASX to open higher on US policy, mining sell off, Woolworths (ASX:WOW) drinks demerging, Platinum (ASX:PTM) delivers performance fee The ASX200 struggled to keep up with the positive US lead, falling 0.9% in the session with a number of companies going ex-dividend key to the weakness. Despite having no impact on the companies’ operations, the payment of…

ASX on the cusp of five months of gains, Seek (ASX:SEK) sold off on split, energy sector boom The ASX200 (ASX:XJO) rallied 0.9% on Tuesday, overcoming a weak start with the energy and oil sector powering the market higher. Woodside Petroleum (ASX:WPL) and Origin Energy (ASX:ORG) added 5.7% and 3.6% respectively after the oil price gained 4% overnight on signs…