Month: November 2023

Understanding market volatility

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it’s important to understand the causes of market movements and how to minimise your …

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Three reasons to err on the side of optimism as an investor

Introduction The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking that it’s become even more negative with constant stories of disasters, conflict, wrongdoing, grievance and loss. Consistent with this it …

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The importance of rebalancing

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your starting point In the initial stages of constructing a portfolio of diverse investments, it is likely you will …

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Super fund performance and unlisted assets

Differences in the returns of various super funds have primarily been driven by whether the funds are invested in unlisted or listed assets. Super fund returns are always in the spotlight around the end of the financial year. This is …

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Should you fix your home loan?

Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty over long term financial planning. The potential drawbacks to consider when choosing to fix, such as missing out on …

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Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of recession and geopolitics. So far so good. This note updates …

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Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of recession and geopolitics. So far so good. This note updates …

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Factor Investing explained

Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand what really matters for your portfolio. But there are a few important drivers that can help explain returns across asset …

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Economic update

Economic update

October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely to remain high for longer than was previously anticipated. Geopolitical risk ramped up too, following conflict in Israel and Palestine. Australian …

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