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The outlook for Australian dividends in fiscal 2022 is still pretty upbeat, but market volatility and weaker iron ore prices are likely to make companies less generous with payouts.
How tax hikes, carbon tariffs and inflation affect Aussie investors Lewis Jackson | 30 Apr 2021Text size A hike in capital gains tax in the US, higher corporate taxes globally, carbon tariffs and ambitious emission reductions targets. The deluge of recent policy announcements may seem far away to Australian investors but the future arrives quickly and can transform portfolios. Morningstar spoke to tax lawyers, portfolio managers, equity analysts, and economists to understand these developments and what they mean for the Australian investor. Higher US cap...
Bonds are back in town Lex Hall | 05 Mar 2021Text size Bond yields are rising. The 40-year bull market is over. Inflation is going to rise and the official cash rate in Australia will not be at 0.1 per cent by 2024. So said Peter Warnes this week in a wide-ranging and fascinating overview of the February earnings season and the manoeuvring playing out in the bond market. To understand the ramifications, you can watch the webinar here; after that I urge you to read Graham Hand’s lucid overview of what rising bond yields mean for equities. If you’re li...
Much has been made of China’s shunning of Australian exports. But what about iron ore? It’s hitherto been assumed that the Middle Kingdom is too reliant on Australia’s high quality iron ore for its steel-making needs and therefore would be reluctant to stop purchasing it. Australia is the top iron ore exporter and China relies on it for 60 per cent of its supply. With that in mind, Morningstar’s Peter Warnes offered a compelling counterargument this week and suggests investors in Australia’s iron ore producers may wish to trim their holdings. China’s steel production has soared in...