Investment
Market Update – 1 May 2023 [Video]
3 May
The investment markets have been more favourable for investors so far in 2023. However, inflation is still elevated. More interest rates rises may lie ahead and a global recession remains a risk. This video was recorded on 1 May...[Read More]
Australian Shares – Historical Returns [Video]
2 April
Australian shares have provided attractive long term returns returns for investors. However, the returns over short time periods are unpredictable and can vary significantly. The video provides an analysis of calendar year returns...[Read More]
Have you tried dollar cost averaging as an investment strategy?
9 February
Investing can be a challenging exercise, although the principle behind it is deceptively simple: buy when prices are low. However, this is easier said than done. Even seasoned investors who attempt to time the market to buy at the most advantageous...[Read More]
Market Review for 2022 [Video]
6 February
The 2022 calendar year proved to be very challenging across most asset classes. However, there have been some encouraging signs in early 2023. A reminder that we always encourage patience with your long term investment strategies...[Read More]
Market Update – 4 December 2022 [Video]
5 December
Some modest gains in the various markets over recent weeks with early signs that higher interest rates are starting to reign in the inflation threat. The 2022 calendar year has been very challenging. However, Australian 10-year bond...[Read More]
The 60-40 Portfolio – October 2022 [Video]
1 November
Over the past couple of months, the "60-40 portfolio" has received some attention in financial media forums. The 60-40 portfolio assumes a 60% allocation to shares and a 40% allocation to bonds. Typically, when share markets record...[Read More]
RBA decision risks higher cash rate peak
5 October
The surprise slowdown in the pace of rate rises risks dragging out the rate hiking cycle and forcing the central bank to go even higher than expected to dampen demand. The Reserve Bank of Australia’s 0.25 percentage point lift is the sixth...[Read More]
Market Update – 27 September 2022 [Video]
28 September
Through to the end of September, we have seen a continuation of elevated volatility in investment markets as Central Banks attempt to reign in inflation. This 7-minute video looks at index returns for all asset classes - across...[Read More]
3 tips to grow your superannuation
29 September
Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]
[Video] Market Update – 31 July 2022
31 July
During the 2022 calendar year, we have experienced elevated volatility in global investment markets across all sectors. This video looks at index returns for all asset classes to the end of the previous financial year - across...[Read More]
Investor behaviour really does matter
7 July
As an adviser, I do spend a lot of time to ensure that we do consider "everything else" when we provide advice yo you. That includes your long term objectives, tolerance to risk, the economy, monetary policy, asset allocation, investment...[Read More]
[Video] Market Update – 23 June 2022
23 June
The markets in 2022 so far have been mainly influenced by rising inflation and Central Bank monetary policy. The central banks around the world have commenced raising interest rates. The Reserve Bank of Australia (RBA) has raised...[Read More]
[Video] Market Update – May 2022
2 May
The markets in 2022 so far have been influenced by rising inflation, the conflict in Ukraine and continuing supply chain disruption. The central banks around the world have commenced raising interest rates and the Reserve Bank of...[Read More]
[Video] Risk Profiles and Tolerance to Investment Risk
27 February
Assessment of your tolerance to investment risk is an important step in determining an appropriate investment strategy. A higher allocation towards growth assets is very likely to provide higher long term returns. However, a higher...[Read More]
[Video] Market Update – 29 January 2022
30 January
The 2021 calendar year saw positive returns for growth assets generally. However, we have seen a correction in share markets in January 2022. This video looks at some of the factors which are causing this increased level of market...[Read More]