ASX

While the environment will likely get more difficult, low-cost operators like BHP are well positioned.

An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.

In the latest quarterly data for FY22, both Perpetual and Pendal Group recorded fund outflows of $4.0 billion, Magellan lost $5.2 billion and US$11.9 billion exited Janus Henderson. GQG Partners was the one shining light, recording inflows of US$2.8 billion.

For Australian investors, the value of fully franked dividends will play a bigger part in client portfolios as dividend payments return to pre-pandemic levels. But that all depends on whether Australia has a soft or hard landing.

Robotics of the future will make life easier for humanity, creating more room for optimism than despair.

Australia and New Zealand Banking Group will become the third largest domestic home lender after acquiring the banking division of competitor Suncorp Group Ltd for $4.9 billion.

Leading global private investments firm Northleaf Capital Partners has made a tilt into the lucrative mobile tower infrastructure sector. Northleaf purchased a 40 percent stake in Aotearoa Towers Limited, a mobile tower infrastructure business, from Vodafone New Zealand Limited.

Citing macroeconomic and market conditions, Zip Co Limited and Sezzle Inc have mutually agreed to terminate their previously announced merger.

Following the Reserve Bank of Australia’s decision to increase the cash rate by 50 basis point in June and July, a slowdown in the property market has been accelerated. According to some experts, shares in the big banks are vulnerable to a slowing housing market. But others say the big banks are undervalued and could benefit from expanding interest rate margins in the months ahead.

For Australian investors, the value of fully franked dividends will play a bigger part in client portfolios as dividend payments return to pre-pandemic levels. But that all depends on whether Australia has a soft or hard landing.

The Australian Securities Exchange (ASX) recently launched the S&P/ASX Agribusiness Index (XAG) to offer investors direct exposure to domestic public agribusinesses.

The Australian share market is tipped to fall by up to 9 per cent in 2022 but to rise 5 per cent to 8 per cent over 2023, according to new forecasts from CommSec. While share prices have fallen this year, Australian companies remain well cashed up and profits sit at record highs, which will help to drive gains next year