The Australian Dividend Landscape versus Global Dividends

By Apostle Funds Management in association with Dundas Global Investors December 2020

Global equities offer important diversification benefits. Blending global dividends offer benefits in a low interest rate environment.

This paper will discuss the outlook for the Australian equity market with regards to dividends and the subsequent impact this will have on total returns. Despite having a history of consistent dividends and high payout ratios, and the added benefit of the imputation tax system, the outlook for Australian companies looks susceptible to the market turbulence created by the COVID pandemic, with many industries facing strong headwinds.

This has exposed issues in the fundamentals of the Australian market, such as a lack of diversification by industry and market cap, which may present a case for increased global diversification in your clients’ portfolios.

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