Challenge conventional thought, there is yield in global equities!
Retirees are often exposed to substantial income domestically, but in an increasingly global world where else can they look? In this note we will discuss the fundamental importance of yield to total return and how at Plato we continue to challenge conventional wisdom to develop a truly global income offering for clients.
Four things retirees should know about shares
Aussie retirees have a love affair with shares, but not all share portfolios are created equal when it comes to providing sustainable income. This article focuses on the four things that pension-phase investors need to consider when investing in equities: tax, income, growth and regulations.
Education Series: What type of investors are Plato’s income strategies targeting?
Education Series: What are some of the risks associated with investing in shares for income?
Education Series: What are Franking Credits and how do they benefit retirees?
Education Series: How do Franking Credits increase the total return for investors?
Livewire Exclusive: Equity income – the best of a bad lot
“The market, on a six percent yield including franking, still looks pretty attractive versus a 1.5% cash rate, bonds sub-3%, term deposits 2-3%.” – Dr Don Hamson
Livewire Exclusive: Two critical signs of a dividend trap
Dr Don Hamson from Plato Investment Management says that if the yield looks too good to be true then it’s probably a good sign the dividend is not sustainable.
Livewire Exclusive: Where are the best prospects for dividends?
Dr Don Hamson, Managing Director of Plato Investment Management, says the best prospects for dividends now sit with Australia’s big iron ore miners.