There have been changes proposed by the Labor party to imputation credits. We have put together a quick series looking at a number of aspects for investors:
The dust is starting to settle a little on the Labor party's recent proposal to stop the refund of unused franking credits and lines are slowly being drawn in the sand in preparation for battle.
Leith Van Onselen, Damien Klassen and Tim Fuller pull apart the Australian Economy, look to the future and reflect on how we position our portfolios.
I have blogged a number of times about self-driving cars being the key to working out the path for oil prices and so it is important to work out if the recent pedestrian death by an Uber self-driving car is a sign that self-driving cars are further away than we expected.
David Llewellyn Smith, Damien Klassen and Tim Fuller discuss reasons behind recent market volatility, what to expect and how it can impact on your portfolio.
The last few weeks have confirmed our view that most of the cash from Trump tax cuts will end up as dividends or buybacks. At the same time, we are awash with articles warning of the dangers of buybacks, from Vox to the FT to the Harvard Business Review.
Damien Klassen and Tim Fuller discuss the potential headwinds ahead for European investments and how we are positioning our portfolios for opportunities that are appearing in the Eurozone.
Labour has proposed a number of changes to franking credits paid on dividends. The proposal absolutely has some merit behind it, as a system set up so that people weren't taxed twice has evolved into a system where some people get taxed zero times. But the current implementation has significant ...
Damien Klassen, David Llewellyn Smith and Tim Fuller discuss the impacts and likelihood of US President Trumps recent desire to reinstall protectionism into global trade policy.
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid the worst of the market volatility. Our portfolios didn’t chase the market higher in January, and then made up ground in February with our direct international portfolio posting a 1.6% gain and ...
