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Navigating the dividend disruption

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Manage episode 269073081 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Dividends from the Australian sharemarket are being impacted by companies needing to preserve capital in the uncertain COVID environment. The major banks, in particular, are deferring and reducing dividends under guidance from the regulator, APRA. In this podcast we speak with financials analyst Nick Caley to get the latest on the outlook for the Australian banks and their ability to pay dividends to shareholders. We also speak with analyst Supun Wijerathna on the listed investment company (LIC) sector, which potentially offers an alternative for investors seeking income. LICs have the ability to smooth dividends to shareholders in volatile periods given their structure. We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates. Disclosure: E.L. & C. Baillieu Limited analyst Nicolas Burgess owns shares in WAM Leaders (WLE).
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29 episodes

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iconShare
 
Manage episode 269073081 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Dividends from the Australian sharemarket are being impacted by companies needing to preserve capital in the uncertain COVID environment. The major banks, in particular, are deferring and reducing dividends under guidance from the regulator, APRA. In this podcast we speak with financials analyst Nick Caley to get the latest on the outlook for the Australian banks and their ability to pay dividends to shareholders. We also speak with analyst Supun Wijerathna on the listed investment company (LIC) sector, which potentially offers an alternative for investors seeking income. LICs have the ability to smooth dividends to shareholders in volatile periods given their structure. We encourage clients to keep in touch with their EL&C Baillieu adviser for the latest updates. Disclosure: E.L. & C. Baillieu Limited analyst Nicolas Burgess owns shares in WAM Leaders (WLE).
  continue reading

29 episodes

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