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Realindex

Price effects during dividend periods: alpha, cash flow and tax

An investigation into the pervasive but misunderstood price effects of stocks in the period surrounding their dividend payments, observing a positive excess return from tilting towards dividend paying stocks in the month (or slightly longer) prior to the ex-dividend date.

Beyond lip service: tracking the impact of the gender diversity gap

The 'glass ceiling' carries negative social impacts and raises issues for equity investors. If a large part of the talent pool goes untapped, and ‘groupthink’ reigns among decision makers, could it limit companies from achieving their full potential?

'China tech' and concentration risk in emerging markets

Like tech in the US, a few Chinese internet behemoths have become increasingly dominant in the emerging market cap-weighted index, Realindex Investments reports.

The growing problem of zombie companies

The existence of 'zombie' firms is a dangerous and growing problem in the global economy. These are companies that would normally have gone bankrupt or been restructured but have been kept alive by sympathetic credit policy and artificially low interest rates.

Latest Updates

Exchange traded products

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

Taxation

Will investors be better or worse off under new housing tax changes?

Housing tax reforms have sparked warnings of market turmoil and promises of greater fairness. But after modelling nearly two decades of property data, the results suggest winners and losers may not be who many investors expect.

Retirement

Three considerations before reshaping your legacy plan

Many retirees hope to leave a legacy. Proposed trust tax reforms could force families to rethink. The question is not how much to leave behind, but whether today's inheritance plans will still make sense as circumstances change.

Investment strategies

Why experienced investors still get markets wrong

Retirement is approaching. Markets are noisy. And every headline seems to demand action. The biggest investment risk isn't fear, greed or market volatility, it often arrives disguised as research and sensible risk management.

Shares

Why pay more for less?

Conditions were stacked in favour of professional investors in 2026. Most still fell short, raising questions about where investors should look for value. Meanwhile, an alternative strategy continued to make its case.

Investment strategies

Bleeding air out of the bubble

Equity valuations have fallen sharply over the past year, yet investors have largely been spared the volatility and losses that typically accompany a de-rating. What explains this unusually orderly reset? Here are five key drivers.

Strategy

Has AI gone rogue?

We worry about AI becoming conscious. But what if consciousness isn't the issue? The more unsettling possibility is a machine capable of pursuing objectives relentlessly, without motives, emotions, or awareness of any kind.

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