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Two strong themes and companies that will benefit

Roger Montgomery
20 October 2021
7

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

Reporting season winners and losers in listed property trusts

Jonathan Kriska
9 September 2020
5

Many property trust results are better than expected, with the A-REIT sector on a dividend yield of 4.8%. But there's a wide variation by sector and the ability of tenants to pay the rent.

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