Video
Market Update – August 2026 [Video]
3 August
The video provides a Market Update from Paul Brown on various asset classes plus a brief explanation of the Volatility (VIX) and Dispersion (DSPX) Indexes. This is general information only. If you have any specific questions...[Read More]
Market Update – 31 March 2025 [Video]
31 March
We are experiencing some geo-political tension currently and there is some market uncertainly. It is important to always focus on your long term investment objectives and remain patient with your strategic asset allocation. The...[Read More]
Reflecting on 2024
5 January
The 2024 calendar year provided favourable returns in most sectors of the market. This short video provides a brief review of various indexes with Australia, United State and average global sharemarket returns. Sending best...[Read More]
Market Update 2 December 2024 [Video]
2 December
The 2024 calendar year has been a very good year for investment markets - with most market sectors showing attractive gains. This short video provides an update. Please note this is general information only. If you have any questions or...[Read More]
Market Update – June 2024 [Video]
3 June
Inflation has reduced but still above the target range for the RBA. Persistent inflation may defer the opportunity for the RBA to reduce interest rates. The US sharemarket is influenced by returns from the "Magnificent 7" - the 7...[Read More]
Market Update – February 2024 [Video]
5 February
Happy new year and best wishes for the year ahead. We had some good news on inflation last week with inflation for the 4th Quarter of 2023 coming in lower than expected. The RBA is unlikely to increase rates again in February and we...[Read More]
Market Update – November 2023 [Video]
6 November
Inflation is proving persistent and bond rates have continued to rise. In Australia, the RBA is expected to raise interest rates on 7 November 2023. The risk of a global recession lingers and the markets are also absorbing...[Read More]
Investing in bonds [Video]
28 September
With the increase in bond rates since mid-2022, bonds are more topical in our discussions with clients. This video provides an explanation of the types of bonds, how their prices change, and the benefits & risks with bond...[Read More]
Market Update – September 2023
4 September
The investment markets have been more favourable for investors so far in 2023. However, further rate rises in Australia are possible and that may lead to an economic recession. We have seen modest positive returns for diversified portfolios...[Read More]
Market Update – 3 June 2023 [Video]
4 June
The investment markets have been more favourable for investors so far in 2023. We have seen modest positive returns for diversified portfolios over the past 12 months. Returns over the past 10 years have been well above inflation - providing...[Read More]
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]
Superannuation Contributions [Video]
5 March
Superannuation offers very generous tax concessions on investment income, retirement income and some types of contributions. The video explains the main types of superannuation contributions. The contribution caps and eligibilities...[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]