Market Watch
Market Watch
Let’s assume for a moment that we are able to contain the outbreak in Victoria and any clusters in New South Wales in the coming weeks. Throw in also the possibility of an effective vaccine emerging, and there’s good cause for optimism about the prospect of life returning to a new normal sometime next year....Read More
We’re past the halfway point of a year that has marked a profound chapter in modern history. This time last year, the events of the last six months would have been unimaginable. This time a few months ago, there was no end in clear sight. Now, it’s hard to believe we’re this far through the...Read More
At its meeting today, the Board decided to maintain the current policy settings, including the targets for the cash rate and the yield on 3-year Australian Government bonds of 25 basis points. The global economy has experienced a severe downturn as countries seek to contain the coronavirus. Many people have lost their jobs and there...Read More
Expectation for future returns are being shaped by prospects of muted asset class returns, higher risks, and elevated market valuations. In addition, because of technology advancement and improved company disclosures we are seeing alpha opportunities being arbitraged away for many asset classes around the world. We think investors looking to achieve their investment goals over...Read More
by Graeme Colley It’s just weeks until the curtain draws on the 2019/20 financial year. But before it does, here is a checklist of 10 items to consider for an SMSF before it’s too late. 1. Concessional (tax deductible) contributions Check concessional contributions and top them up. This financial year, there’s an opportunity to bring...Read More
by Darren Beesley At a time when most investors are seeking out defensive positioning, savvy managers should have an eye to the opportunities provided by the unfolding pandemic. These may be asset classes that are already undervalued at the present moment, but also include those which stand to benefit from an eventual recovery to an...Read More
At its meeting today, the Board decided to maintain the current policy settings, including the targets for the cash rate and the yield on 3-year Australian Government bonds of 25 basis points. The global economy is experiencing a severe downturn as countries seek to contain the coronavirus. Many people have lost their jobs and there...Read More
Dermot Ryan We are charged with generating income for our clients and we think now is a crucial time for clients to reassess where their portfolios are positioned in the high-income area of Australian equities. It was only in March that, some days, local markets would be down by 8-10 per cent on the market...Read More
Diana Mousina On the surface, some figures suggest property prices haven’t been taken a huge hit from COVID-19, while others suggest a short-term collapse. For us, it’s the fundamentals which have always impacted property prices that hold the likely answers. CoreLogic data from April showed Australian capital city dwelling prices rose by 0.2%. This follows...Read More
Shane Oliver Superannuation is locked away for a reason, it is a long-term investment. That simple fact can be hardest to accept when markets are in turmoil and balances are taking a hit, but in our view, history works in favour of applying a long-term lens when everyone is heading for the exit. Anyone could...Read More