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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.

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Economy

Get set for a bumpy 2026

At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.

Investment strategies

History says US market outperformance versus Australia will turn

Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.

Investment strategies

Announcing the X-Factor for 2025

What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.

Economy

The illusion of progress

What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.

Strategy

Our favourite summer reads

Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.

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