Australian Shares Tag

12 May Federal Budget 2021

Posted at 15:19h in Australian Market, Business, Federal Budget, Financial Planning, Property, Superannuation by Michael Sik 0 Comments

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Last night the Federal Treasurer, the Hon. Josh Frydenberg MP, delivered his third Federal Budget. Here's a summary of some of the announcements that may impact you. Summary On the personal taxation front, the proposed changes include an extension to the low and middle-income earner tax offset...

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03 May To hedge or not to hedge the AUD?

Posted at 09:36h in Global Markets, Investments by Michael Sik 0 Comments

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Hedging to put simply is to limit your risks and in the context of currency, and for Australian investors, is to use financial instruments such as derivatives to negate the rise and fall of the Australian dollar that may impact the value of your international...

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01 May What is investment gearing?

Posted at 14:35h in Investments, Wealth Creation by Michael Sik 0 Comments

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Gearing simply means borrowing money to invest. It can be used to enhance the overall returns on your money by allowing you to make a larger investment than would otherwise be possible. The borrowed money can be used to invest in assets such as shares,...

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28 Apr Monthly Commentary: April 2021

Posted at 13:48h in Australian Market, Global Markets by Michael Sik 0 Comments

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Value still holding up over growth Reflecting the improving economic outlook, global equities continued to move higher in March, though so too did bond yields. Commodity prices, by contrast, corrected a little, which perhaps reflected a tightening in Chinese credit conditions. Despite the ‘risk-on’ sentiment, the...

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26 Mar Monthly Market Commentary – March 2021

Posted at 09:56h in Financial Planning, Global Markets, Wealth Creation by Michael Sik 0 Comments

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Interest rates – a less orderly increase! After gradually increasing over recent months, long-term bond yields rose more sharply in February, with the U.S. 10-year rate rising 34 basis points (bp) to 1.41%. Australian 10-year bond yields rose a staggering 78bp to 1.92%, with the 10-year...

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30 Nov Monthly Commentary: November 2020

Posted at 11:00h in Australian Market, Global Markets by Michael Sik 0 Comments

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Key global trends – equities drop further Global equities eased back for the second month in a row in October as rising COVID-19 cases in Europe and the United States, concern over the lack of new U.S. fiscal stimulus and Presidential election jitters took their toll....

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26 Oct Monthly Commentary: October 2020

Posted at 12:04h in Australian Market, Global Markets by Michael Sik 0 Comments

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Key global trends – equities finally pull back Global equities had their first monthly negative return since bottoming in March, reflecting a shakeout in the high-flying U.S. technology sector. Despite the risk-off equity sentiment, gold prices also fell back (and commodities more generally), which likely reflected...

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09 Sep Monthly Commentary: September 2020

Posted at 10:34h in Australian Market, Global Markets by Michael Sik 0 Comments

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Key global trends - equity rally continues Global equities continued their V-shaped recovery in August, while the $US continued its decline. In a counter-trend move, perhaps reflecting growing investor confidence in an economic recovery, there was a small uptick in global bond yields and an easing...

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28 Aug Monthly Commentary: August 2020

Posted at 12:11h in Australian Market, Global Markets by Michael Sik 0 Comments

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Key global trends - equity rally continues Despite still-rising COVID-19 cases globally – and signs of a tempering in the economic rebound – the V-shaped global equity recovery continued into July. The MSCI All-Country World Equity Return Index rose by 4.0% in local currency terms, after...

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17 Jul Monthly Commentary: July 2020

Posted at 13:37h in Global Markets, Uncategorized by Michael Sik 0 Comments

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Key global trends – equity rally continues The global equity market recovery continued into June, reflecting a lift in some economic indicators as social distancing restrictions eased and investors remained confident that central banks will keep monetary conditions extremely easy. The influence of U.S. monetary stimulus...

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