Philo’s business is underpinned by 4 key areas of expertise that can be accessed individually or in any combination
Philo’s services are being used by institutional investors, wholesale investors and wealth management firms to
enhance their investment processes and services. For information on recent projects conducted by Philo click here.
For more discussion concerning the types of organisations and individuals Philo can assist, click here.
|Philo's Blog: for regular posts and updates on portfolio construction and management issues, click here|
Chart of the Month
Over the past seven decades in Australia the level of ‘real’ dividend yields across the market has provided a pointer to broad stock market rallies ahead.
The ‘nominal’ dividend yield is the aggregate level of dividends for the market over the most recent 12 month period divided by the current market index level. The ‘real’ dividend yield is the ‘nominal’ dividend yield less the current or most recent annual inflation rate. A similar measure also works for the US market. The chart shows the Australian market since 1980 noting the booms and busts.
For a full screen chart and analysis, click here.
Recent Philo Research
To receive a complimentary research report from Philo, that you select from a sample group of our reports, please click here.