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Why dividends make sense in an inflationary environment

The fallout from Covid-19 put pressure on corporate dividend payments in many sectors and markets. Now, as economies recover and earnings bounce back, dividends worldwide are poised to rebound. At the same time, while widespread fiscal stimulus may push the global economy into a period of higher inflation, history shows how dividend-focused investment strategies can…

Major countries pondering issuing digital national currencies

Is a watershed reengineering of money underway? Around 600 BC, the Chinese were among the first to invent money when they used coins worth the metal within to overcome the hassle of bartering. Around the first century AD, the Chinese invented paper and in the following centuries devised printing presses. These inventions plus the heaviness…

Investor Signposts: Week Beginning 7 June, 2021

Australia: Business and consumer confidence surveys in focus · A quieter week is in prospect in Australia after the data deluge in early June. Consumer and business sentiment surveys are scheduled, with underlying measures of producer and consumer prices in focus. Jobs data will also be a highlight following the JobKeeper wage subsidy expiry. Job…

Investor Signposts: Week Beginning 31 May, 2021

Australia: The ‘winter whirlwind’ A strange quirk with the economic calendar is that each change of seasons is ushered in with a barrage of economic and financial events. So we have the ‘winter whirlwind’. Almost two dozen data releases or events are scheduled over the week with 15 data releases from the Bureau of Statistics…

Big US Stocks’ Q1’21 Fundamentals

The red-hot US stock markets continue to power inexorably higher, fueling extraordinary complacency and euphoria.  With stocks riding an extreme deluge of Fed money printing, selloffs are minor and far between.  But are these seemingly-perpetual gains to endless lofty record highs justified fundamentally?  The big US stocks’ winding-down Q1’21 earnings season illuminates how these elite…

Investor Signposts: Week Beginning 10 May, 2021

Australia: The Federal Budget is handed down The main focus in the coming week is the Federal Budget. But the latest business survey and retail trade data will also be keenly awaited. The week kicks off on Monday when the Australian Institute of Petroleum releases the latest weekly data on petrol prices and Datium Insights…

Why middle-aged entrepreneurs do better

Bill Gates was 21 when he and Paul Allen registered Microsoft. Steve Jobs was 22 when he and Steve Wozniak launched Apple. Mark Zuckerberg started Facebook in his Harvard dormitory. The biographies of these tech billionaires who achieved great success in their twenties has helped cement the perception that entrepreneurship is a young person’s game….

Copper Rising

Today more than ever copper stands at the top of the heap of the commodities pile as a bellwether for the global economy. Regardless of its label as a barometer or a “canary in the coal mine” the vast list of applications for the metal have earned the right for its prophetic accolades. Copper is…

Will Oil Hit $80 This Summer?

India, the world’s third-largest oil importer, is the latest coronavirus hotspot. It has recently hit a record-breaking number of new daily coronavirus cases—a statistic that dented oil demand and pressured oil prices. OPEC+, out of its own necessity, has intervened in the oil market on the supply side of the equation to offset the pandemic-depressed…

Investor Signposts: Week Beginning 3 May, 2021

Australia: Reserve Bank dominates proceedings A bevy of economic and financial events ushers in the month of May with the Reserve Bank firmly in the spotlight. The week kicks off on Monday when IHS Markit and AiGroup both issue manufacturing purchasing managers indexes. The Melbourne Institute inflation gauge is also due with ANZ job advertisements…