Plato Investment Management in Sydney, Australia | Financial service

Plato Investment Management

Locality: Sydney, Australia

Phone: +61 1300 010 311

Address: 35/60 Margaret Street 2000 Sydney, NSW, Australia

Website: http://www.plato.com.au

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24.01.2022 It's not all doom and gloom for dividends. In fact, we believe Australian equities will continue to provide superior yield compared to most other asset classes over the next 12 months. Read more from Dr Don Hamson in this ShareCafe article. https://www.sharecafe.com.au//its-not-all-gloom-and-doom-/

23.01.2022 Australian investors looking to diversify their share portfolios by investing in global equities may have considered currency hedging. In this article, Senior Portfolio Manager, Daniel Pennell explains how currency can work to reduce investor risk against falling markets and imported inflation. https://www.livewiremarkets.com//how-to-profit-from-a-fall

22.01.2022 Don Hamson speaks to the Financial Review about the outlook for #ASX stocks in 2020. READ: https://www.afr.com//stocks-unlikely-to-fire-after-best-ye

22.01.2022 Why investors should not blindly invest in the highest yielding stocks. READ: https://www.investordaily.com.au//45821-income-investors-c

22.01.2022 Right now, for the first time in almost two decades (and that was an aberration due to the short term impact of GST on inflation), if your retirement savings are in overnight cash, 1-year term deposits or 10-year bonds, the interest generated on those savings is less than the rate of inflation of goods and services, said Dr Don Hamson, Managing Director of Plato Investment Management. Full article: https://www.investordaily.com.au//46455-hunt-for-income-mo

20.01.2022 Investing For Retirement Just Got Harder: Where To Invest With Record Low Interest Rates. ShareCafe #retirement #investing #equities

20.01.2022 Today is the last day existing and new shareholders can take part in the PL8 Entitlement Offer. The offer will close at COB today. PL8 uses a capacity constrained strategy so this will likely be the last time PL8 shares are issued.

18.01.2022 Comments on BHP's 1H20 results (released earlier today) from Dr Peter Gardner, Senior Portfolio Manager: BHP has benefited from strong iron ore prices during the past 6 months, allowing the company to announce a 24% increase to gross dividends. The results reinforce our view that unless the Coronavirus situation intensifies and slows Chinese and global growth significantly, a strong outlook remains for Australias iron ore miners. This is despite market expectations of a sign...ificant drop in the price of iron ore. The trade war and the Coronavirus outbreak has put the Chinese economy under pressure and traditionally the way China stimulates is by investing in infrastructure which requires steel, which requires iron ore, which usually comes from Australia and Brazil. We expect a strong stimulus response from the Chinese government in the wake of these challenges. While Australian investors are faced with negative real interest rates, based on the latest dividend announcement BHP has paid out a gross yield (including franking credits) of 7.8% over the past 12 months.

18.01.2022 Here's what Dr Don Hamson had to say to The Sydney Morning Herald following yesterday's RBA rate cut: "Managing director at Plato Investment Management, Don Hamson, said rate cuts mean retirees living off cash-linked products such as income securities and bank hybrids will have lower returns. "Thankfully, given the somewhat surprising election result, retirees can continue to bank on receiving franking credits from Australian share investments," he noted.... However, Dr Hamson warned interest rate cuts may push up the capital value of equities and that dividend increases have largely been in the resources sector rather than the traditional favourites of the big four banks and Telstra." Read more: https://www.smh.com.au//rates-decision-flicks-market-up-to

17.01.2022 Overnight, RBA Governor Philip Lowe gave yet another indication that further rate cuts are likely and could come as soon as next week. Here, Dr Don Hamson discusses how investors should view cash, bonds and equities in Australia's low interest rate environment.

14.01.2022 Don Hamson discusses how investors can find income amidst the current market uncertainty, in this Livewire Markets video.

14.01.2022 Don Hamson has spoken with Ross Greenwood from 9 News to put today's market volatility into perspective. While the #ASX has shed around $40b today, it remains up around 15% year-to-date.

13.01.2022 For some time now, we have held an extremely positive outlook on Australias iron ore miners, and iron ore prices have continued to hold up well through the COVID-19 pandemic. The world, particularly China, will need to spend big on infrastructure to recover from the pandemic induced recession and infrastructure generally requires steel made from iron ore. We expect strong upcoming dividends from the likes of Fortescue, Rio Tinto and BHP and they are already trading on handsome yields. An interview with Dr Peter Gardner on this topic can be read in todays Financial Review.

13.01.2022 "Typical Australian retirees, the quiet Australians, who have done very little wrong, worked hard, paid off their mortgage, saved up a sound retirement nest egg and placed it into safe cash investments are now faced with a dire situation." Don Hamson speaks to the Financial Review following last week's RBA rate cut. Read: https://www.afr.com//treasurer-urged-to-rescue-retirees-20

13.01.2022 Our head of long/short strategies, Dr David Allen, recently had cutting-edge portfolio construction research published in the prestigious Financial Analysts Journal. Dr Allen explains the research and its implications in this article written for Financial Standard. Read: https://www.fssuper.com.au//defending-markowitz-and-optimi

12.01.2022 If you missed 9 News last night, here's what Don Hamson had to say about recent market volatility.

12.01.2022 With reporting season now finished Don Hamson sat down with Peter Gardner and Mark Cormack to discuss results and what investors, particularly retirees should know about the outlook for dividend income. https://www.livewiremarkets.com//dividends-hiding-in-plain

12.01.2022 In Livewire Markets' Income Series 2020, Don Hamson explains how an allocation to Australian equities can help deliver investors tax-effective income. Some highlights: - Australian shares have recorded the highest real returns (returns after inflation) of all major equity markets over the period 1900-2019.... - Plato estimates that franking credits have added an extra 1.4% p.a. to the share market returns to Australian tax-exempt investors over the past 15 years. - In post-lockdown Australia (at least outside of Melbourne, for now), Plato believes companies like Fortescue Metals, Woolworths, Wesfarmers and CSL all have strong profit and dividend outlooks. #ausbiz #asx #dividends #income https://www.livewiremarkets.com//how-australian-equities-p

11.01.2022 We are urging the big 4 banks to take heed of the Australian Prudential Regulation Authoritys suggestion to utilise underwritten dividend re-investment plans in order to continue paying dividends. Significant cuts to bank dividends will destroy the major income stream of thousands of Australians, many of whom are retirees and put further strain on the economy, which we believe will fall into a deep recession in the June quarter of 2020.

11.01.2022 Reporting season wrap: The best and worst results for dividend investors. READ: https://www.livewiremarkets.com//dividend-gains-and-divide

11.01.2022 A major milestone for our team with the launch of the Plato Global Market Neutral Fund. It's our first move into the UCITS space, giving more investors access to our leading investment strategies. Read more: https://citywire.co.uk//former-jpm-absolute-retu/a1289877

10.01.2022 Don Hamson explains why 'savers' must consider negative real interest rates. The Australian

08.01.2022 RED FLAGS: Dr Don Hamson explains the 'red flag' system we use in our stock selection process. #ASX #trading #investing #ausbiz READ HERE: https://www.financialstandard.com.au//beware-dodgy-auditor

07.01.2022 Insight: Senior Portfolio Manager, Dr Peter Gardner, explains why equity portfolios should be managed on an after-tax basis. This is particularly important for retirees who can benefit substantially from franking credits. Read: https://plato.com.au/benefits-of-managing-portfolios-on-an/

07.01.2022 Money Management: Retirees and investors need to reassess their income generating investments in light of the Reserve Bank rate cute.

07.01.2022 APRAs latest guidance on capital management for banks and insurers (released today) is somewhat of a relief for retirees who rely on bank dividends to make ends meet. However, it must be remembered that a 50% payout ratio is substantially lower than the normal bank payout ratio, and with bank profits likely to fall due to bad debt provisions, investors will probably still need to look outside the banks for income. Dr Don Hamson discussed the APRA update in this video recorded today.

06.01.2022 Dr Peter Gardner recently spoke with the ausbiz team about the good, bad & ugly for #ASX dividends. Watch the segment: https://www.ausbiz.com.au//the-good-the-bad-the-ugly-of-au

05.01.2022 The Qantas buy-back: Dr Don Hamson explains how retirees can cash-in. https://plato.com.au/retirees-to-fly-high-with-qantas-buy-/

05.01.2022 #Mining: We are expecting the iron ore price to gradually reduce as supply comes back online, but by less than the market seems to anticipate, based on the current prices of BHP, RIO and FMG. We think Chinese infrastructure spending will stay high or even increase as their economy weakens, which will increase demand for steel and thus iron ore. Read more on Livewire Markets: https://www.livewiremarkets.com//the-big-picture-for-the-b

05.01.2022 While various unknowns remain in this rapidly evolving environment, our current expectation when taking into account all the information currently available (at 31 March 2020) on the COVID-19 pandemic is an overall 30% dividend cut across Australian equities over the next 12 months. But it's not all bad news. Don Hamson discusses some potential blue-chip "winners" in this article in the Financial Review. Read: https://lnkd.in/g6J7PCB

04.01.2022 PODCAST: Don Hamson sits down with nabtrade's Gemma Dale to discuss the factors investors should keep in mind when managing an income-focussed equity portfolio. https://www.podbean.com/eu/pb-jtfur-cbbdf9 #investing #dividends #retirement #ASX

04.01.2022 ShareCafe: Peter Gardner explains why we're expecting yields of around 8-9% from #ASX-listed iron ore miners this year. https://www.sharecafe.com.au//will-asx-mining-stocks-cont/ #investing #dividends #BHP #RIO #FMG

03.01.2022 Don Hamson shares his views on the upcoming ASX earnings season with Financial Review. "We expect a re-run of the last reporting season," said Dom Hamson, founder of Plato Investment Management, speaking about expected performances of the sectors within the market. "The economy hasn't really changed that much it remains softish." https://www.afr.com//fires-coronavirus-to-taint-earnings-s

02.01.2022 "If you're holding all your portfolio in banks or Telstra then that's not necessarily the best way to be, or even in the mining sector, that's not a great portfolio at all. So what we want to produce is a market-like portfolio that produces the high income as well. So CSL for us has been a great growth story over the last few years" More on the 'growth' stocks within Plato's portfolio in this Livewire Markets interview with Peter Gardner.

02.01.2022 In an interview with The Sydney Morning Herald, Don Hamson has discussed some of his investment perspectives and revealed details about Plato's latest research on the construction of low-carbon equity portfolios. "Plato built a portfolio with Australian equity stocks that produce 20 to 30 per cent less carbon than the index and over an 11-year period it found these portfolios performed on par, or above the index. The risk of a negative impact on returns started to rise once the carbon was reduced by more than 30 per cent, but Plato said it can "optimise this based on an investors risk tolerance". Read more: https://www.smh.com.au//thermal-coal-to-phase-out-strong-d

01.01.2022 Following the release of Westpac's earnings yesterday, our Managing Director Dr Don Hamson was interviewed by 10 News First Sydney.