06 Nov Reasons to be cheerful…
Advice can play a critical role in helping to manage financial stress. Click the link below for 3 key ways a financial adviser can help you feel better about your finances. To read the full article click here....
29 Oct Why value matters in investing – and what are valuations telling us now?
Key Points Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. Valuation starting points for term deposits and bonds have improved. For shares they suggest constrained return potential, particularly from US shares but Australian, European...
22 Oct Nine bad habits of ineffective investors: common mistakes investors make
Key Points Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. As a result, it’s often wise for investors to turn common sense logic on its head. The easiest way to avoid many of...
16 Oct China’s “big” stimulus – will it work? And what does it mean for Australia?
Key Points A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy. However, it’s doubtful it will be enough to reverse longer term structural problems facing China – around excess saving, demographics and...
09 Oct Harris versus Trump – implications for investors and Australia
Key Points The US election has significant potential to impact markets. A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around trade. Australia would be vulnerable to a rapid intensification of trade wars which is looking...
02 Oct Shares around record highs as inflation slides, central banks cut rates and China stimulates
Key Points Recession risks, the escalating Israel conflict, the US election along with still stretched valuations mean a high risk of another share market correction and continued volatility. The expansion of the war around Israel and Iran attacking Israel with more missiles is very concerning...
27 Aug Will house prices crash? And what’s needed to fix housing affordability
Key Points Predictions of an Australian house price crash create lots of interest but have been a dime a dozen over the last 20 yrs. However, there is more to the surge in property prices than easy money with a supply shortfall being the main...
20 Aug Why super and growth assets like shares really are long term investments
Key Points While growth assets like shares go through bouts of short term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. The best approach is to simply recognise that occasional sharp...
12 Aug Seven key charts for investors to keep an eye on – where are they now?
Key Points Shares have hit a rough patch since recent highs with concerns about the growth outlook. We remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is avoided or is mild. But the risk of a further correction...
06 Aug Recession fears & share mkt falls – what it means for the RBA & investors?
Key Points The risk of recession is high. The falls in shares and commodity prices reflect this. Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target. The RBA should be considering cutting interest rates. Share market...
