WealthManagement Tag

24 Sep

Posted at 12:38h in Australian Market, Economy, Global Markets, Investments, Wealth Creation by
0 Likes

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...

24 Sep

Posted at 10:55h in Australian Market, Economy, Global Markets, Investments by
0 Likes

[vc_video link='https://www.youtube.com/watch?v=0s6wKNNVs84'] [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 August, supported by continued good US earnings reports, the still-limited tariff effects on the US economy and a “dovish pivot” by the US Federal Reserve. US markets...

05 Sep

Posted at 15:59h in Australian Market, Global Markets, Investments by
0 Likes

[vc_video link='https://www.youtube.com/watch?v=gCjX26r54wQ'] [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 July, helped by further progress in US trade deals, a good Q2 US earnings season and still fairly resilient global economic growth. US-Iran military tensions have also...

05 Sep

Posted at 15:56h in Economy, Investments, Property, Superannuation, Tax, Wealth Creation by
0 Likes

Understanding Alternatives: Private Equity, Private Credit, and Unlisted Property When most people think about investing, the first things that come to mind are shares on the stock market or term deposits with the bank. But there’s a growing category of investments known as alternative assets, which...

01 Aug

Posted at 11:02h in Australian Market, Global Markets, Investments by
0 Likes

[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...

28 Feb

Posted at 12:47h in Australian Market, Global Markets, Investments by
0 Likes

Market Trends: January 2025 [vc_video link='https://www.youtube.com/watch?v=VzrFgPQOZYU&t=1s'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Asset class performance Steadier bond yields helped produce better returns for growth assets in January after a steep rise in yields saw weaker growth asset performance in December. December’s yield increases, in turn, reflected confirmation...

29 Nov

Posted at 15:32h in Australian Market, Global Markets, Investments by
0 Likes

[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,...