[vc_video link='https://www.youtube.com/watch?v=5g22qy6DrLI'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset Class Performance October was generally a risk-off period with declines in both global equity and bond returns. Solid US economic data and uncertainty ahead of the US Presidential election saw both bond yields and the $US rise,...
Trump's Back - What Does That Mean? Donald Trump was elected President of the US (again) - implications for investors and Australia. Key points The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff...
Home Loans in 2024: Trends, Tips, and How to Make the Most of Your Mortgage Navigating the 2024 home loan landscape requires a clear understanding of evolving trends and smart strategies. With interest rates stabilising yet remaining high and borrowing capacity influenced by strict serviceability requirements,...
Why Does a Consistent 1% Outperformance Matter? At first glance, earning 1% more than the market benchmark might not seem significant. But thanks to compounding, even small gains can add up to a big difference over time. What is Alpha, and Why Does It Matter? Alpha is the...
Why Buy and Hold Can Be a Lucrative Strategy: A Deep Dive into Property Ownership Costs in Australia The idea of buying and holding property is a well-regarded strategy, especially when considering the costs associated with frequent buying and selling. Whether for owner-occupiers or investors, the...
Dollar Cost Averaging Explained Understanding Dollar Cost Averaging: A Strategy for Long-Term Success Investing in the financial markets can often feel daunting, especially with the ever-present ups and downs. One of the most effective strategies to reduce risk over time, while still capturing market growth, is Dollar Cost...
9 Mistakes of Investing 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...
Market Trends: Insights on Inflation, Interest Rates, and Sector Shifts Economy & Central Bank Outlook The major monetary highlight during the past month was the larger than expected 0.5% US Fed rate cut, taking the Fed funds rate to a 4.75-5% range. Markets are anticipating 1.75%...
Market Trends Economy & Central Bank Outlook Continued benign US inflation reports and growing expectations that the US Federal Reserve would cut interest rates at the September policy meeting led markets to price in deeper rate cuts in both Australia and the US over August. Fed...
How Much Do You Need to Retire in 2024? Retirement is a significant milestone that requires careful financial planning to ensure you can maintain your desired lifestyle. Understanding how much you need to retire comfortably is crucial, as is knowing what options are available to supplement...