AssetAllocation Tag

30 Jan

Posted at 13:05h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
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2026 Market Outlook: Expect a Bumpier Ride — But Not Necessarily a Bad One After three strong years for diversified investors, 2026 is shaping up as a “normal” year again: positive returns are still plausible, but they’re likely to come with larger drawdowns, louder headlines, and...

18 Dec

Posted at 12:00h in Australian Market, Economy, Finance, Financial Planning, Global Markets, Investments, Wealth Creation by
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Outlook for 2026 and Beyond: What We’ve Learned and What Matters Next As we reflect on 2026, one thing is clear: this has not been a “normal” market cycle. Instead, it has been shaped by a small number of powerful forces that have dominated returns, challenged...

18 Dec

Posted at 11:50h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
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[vc_video link='https://www.youtube.com/watch?v=IraCXEAMNjg'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major Asset Class Performance Global equities ended November broadly unchanged, with an early month sell-off due to AI bubble concerns eventually unwound on renewed US rate cut hopes. Australian equities were weaker, reflecting a relatively larger decline in...

24 Sep

Posted at 12:38h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
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Gold as an Investment: Why It Still Matters in a Diversified Portfolio (with Recent Performance) Gold is not just theoretical insurance — recent data shows how it has behaved relative to equities and bonds over the past decade. Below is a comparison, followed by an updated...

01 Aug

Posted at 11:02h in Australian Market, Global Markets, Investments by
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[vc_video link='https://www.youtube.com/watch?v=Bgo9KNb9090'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Global equities continued to move higher in June, helped by a tentative US-China trade agreement and quick containment of US-Iran military tensions. Also helping has been still-resilient US economic growth and benign consumer price...

30 Apr

Posted at 14:32h in Australian Market, Global Markets, Investments by
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Equity Markets Quarterly Commentary Q1 2025 [vc_video link='https://www.youtube.com/watch?v=dfUprYBoNu0'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Q1 2025 Global Equities The first quarter of 2025 saw Chinese and European equities outperform their US counterparts as government policy caused a rotation in global equities. However, the looming threat of large tariff...

30 Apr

Posted at 14:25h in Economy, Investments, Property, Superannuation, Tax, Wealth Creation by
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What to Do if the Market Tanks When You're Retired or Close to It Uncertainty is becoming the new normal for investment markets. After the global economy began recovering from the pandemic, fresh challenges like geopolitical conflicts and shifting global alliances introduced new volatility. This can...