Market trends: Australia vs the world [vc_video link='https://youtu.be/08hKGpeCLyw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Hopes of a soft landing for the global economy – with inflation falling without the need for a recession – have supported both bond and equity markets in recent months,...
Market Trends: Can the US pull off a soft landing? [vc_video link='https://www.youtube.com/watch?v=HwC4H3rCLGQ'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Global bonds and equities: soft landing hopes boost returns An easing in global inflation and still resilient economic growth – despite aggressive central bank rate hikes last year – has...
What happened in 2022? The COVID-19 pandemic finally started to become endemic in 2022, though it continued to cause issues in China. Despite this, the past year has been challenging for investors due to various factors. Inflation rose significantly in 2021 and continued to increase, largely...
Investing can take many different forms, and the style of investing that is right for you will depend on your financial goals, risk tolerance, and investment horizon. Some common styles of investing include: Growth investing; Value investing; Income investing; Index/passive investing; and Fundamental/active investing. Growth Investing Growth...
Market Trends: pivot hopes return Major asset classes: Equities, bonds and cash Although global bond yields lifted modestly further and forward earnings slipped lower in October, global equities rebounded as hopes of a slowdown in central bank tightening caused a solid bounce in PE valuations and a...
The Government has implemented its election policies and expects lower budget deficits this year and next thanks to another revenue windfall and various savings. Future years show a significant deterioration though as structural spending pressures, higher interest rates and lower productivity growth impact. As the...
Market trends: bonds and equities slide further [vc_video link='https://www.youtube.com/watch?v=3FvtuDu5Vr0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset classes: Equities, bonds and cash Both global bonds and equities fell further in September, with equity returns again weaker than that of bonds. Cash remained king. The key development in the month...
“This time is different” have been described as the four most dangerous words in investing by Sir John Templeton. But there is good reason to believe this Australian home price downturn cycle will be different. Most assets (cash is an obvious exception) benefited from the...
Markets have moved with such speed and velocity in both directions since the beginning of the COVID outbreak it has been difficult for investors to adjust with so much conflicting information being circulated. Decades of data, however, shows that staying invested through volatile times has been...
Market Trends: Equities and bonds struggle After posting positive returns in July, both global bonds and equities fell back in August, with equity returns marginally weaker than that of bonds. The Bloomberg Global Aggregate Bond Return Index ($US hedged) was down 2.6%, reflecting a 0.5% rise in...