What the bond yield is signalling for equity markets

Tuesday, April 16 2019

Jamie Nicol, CIO and Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and portfolio, provides his thoughts on global bond yields and what they are telling us about equity markets at the moment.

The consequences of potential franking credit change

Thursday, March 14 2019

Portfolio Manager of the Australian Equities Income Portfolio, Scott Kelly shares his thoughts with Informed Investor on the potential implications should any of the proposed changes to franking credit treatment become reality through a Labor election win…

DNR Capital on Link Group

Thursday, January 31 2019

Link Group (ASX: LNK) is a leading provider of outsourced administration services platforms to the Australian superannuation industry and shareholder services to listed companies around the globe.

DNR Capital talks equity markets

Tuesday, December 18 2018

Markets have experienced a reasonable pullback over the past few months. There are a few factors contributing to the pullback such as higher interest rates in the US triggering concerns around growth potential, which has been exacerbated by Brexit and China/US trade wars. A risk-off climate now exists.

Why understanding sequencing risk is important for retirees

Wednesday, November 14 2018

Sequencing risk or sequence-of-returns risk relates to the order and timing that investment returns occur…