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Yield is back, back again!
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Yield is back, back again!

The February 2021 Reporting Season for the ASX is all wrapped up with market consensus providing an upbeat outlook for both earnings and dividends through CY2021 an impressive rebound considering the impact of COVID-19 through 2020. Materials and Financials sectors are expected to deliver a strong improvement in underlying earnings with both sectors accounting for 50% of the S&P/ASX300 index. 

Lessons from the 1930s Great Depression  applied today
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Lessons from the 1930s Great Depression  applied today

JANA explores the events of the 1930s and consider to what extent they can be applied to the contemporary environment of ultra-low interest rates and significant fiscal stimulus.

10 Minute Read
Overabundance of objectives?
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Overabundance of objectives?

In this thought piece, we outline a simple framework that superfund decision-makers can consider to effectively balance and prioritise investment objectives. 

6 Minute Read
2021 Outlook: optimism and opportunities in a near normal environment
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2021 Outlook: optimism and opportunities in a near normal environment

While the start of 2021 looks to be a continuation of 2020, there is a great sense of optimism that, by year end, life will have returned to somewhere near normal as COVID-19 vaccines are rolled out globally.

4 Minute Read