We discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
In this episode of Livewire’s Buy Hold Sell, Andrew Fraser discusses if the double-digit yields seen in some stocks are sustainable.
In Ben’s latest paper “The Great Reversals” he examines the pivotal economic transformations of our era, highlighting three main shifts: decarbonisation, deglobalisation, and inflation. These trends challenge the long-standing global economic patterns and propose significant implications for future investment strategies.
Andrew Fraser joins Money Management’s relative return podcast to discuss Merlon’s growth strategy and leveraging behavioural biases.
Neil Margolis delves into the intersection of human behavior, ESG considerations, and the principles of value investing in this recent INNOVATIA article.
Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30.
The Merlon Concentrated Australian Share Fund topped the Livewire rankings for Aussie large-cap managers in FY22/23. In this Livewire interview, the Merlon team discuss their investment process and how they achieved the results they did last year.
Andrew Fraser shares his expectations for equity markets (and dividend payouts) going forward, how to identify sustainable, long-term income, and his top conviction picks for defensive equity income in this environment.
We outline our commitment to active ownership and engagement with investee companies on key issues such as ESG considerations, with the aim of driving positive outcomes.
In part 2 of this 3-part ESG series, we detail our deepened approach to ESG process integration.
In the recent BHS episode, Neil Margolis and Ben McGarry analyse three low PE stocks and each name a popular stock facing headwinds.
Australia’s increasingly constrained energy future contains many risks, but with risk can come opportunity. In this paper, Ben Goodwin discusses how these risks impact energy prices and global inflation.
