Market Watch
Market Watch
An EOFY checklist for SMSFs
June 26, 2020
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
Why invest in Australian small caps?
June 26, 2020
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 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
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
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
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
Grant Hassell The extent and implications of the dramatic economic halt brought about by Covid-19 are still to play out and it is too early to believe that economies will return to pre-disruption levels anytime soon. Yet equity markets are trying to recover in the belief that seemingly unlimited, unconventional monetary policy (UMP) and fiscal...Read More
Matt Griffin Over the past month we have seen a number of companies raise fresh capital in order to provide their businesses with sufficient liquidity to ride out the current COVID-19 related disruptions. This period has reminded us of the market coming out of the Global Financial Crisis (GFC) in 2009, where a large number...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 a...Read More