Author Archive | Raewyn Williams

chasing franking yield

Careful what you wish for chasing franking

While franking credits attached to Australian equity dividends can be a meaningful source of extra returns, a deliberate tilt towards franking can also introduce significant unwanted risks into the portfolio.

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Why is factor investing a ‘thing’?

We hear a lot about ‘factors’ but what are they? Both retail and wholesale investors are ploughing billions into these new ETFs and managed funds. Do they have a role alongside passive and active funds?

volatility

The other problem with volatility

There are many ways to hedge against volatility, but often at a cost to the overall return of the portfolio. At what point is a smooth journey worth the impact on the destination?