A strong April, but markets remain in a state of flux [vc_video link='https://www.youtube.com/watch?v=fw9SJyX59Uk'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Market summary Both growth and defensive assets rose in April, with the latter outperforming the former due to moderate gains in both Australian and global equities. Defensive assets Broadly steady global...
Investing is all about putting your money to work to achieve long-term financial goals. But when it comes to investing, there are many options available, and choosing the right one can be challenging. Two popular investment choices in Australia are investing in property and investing...
Key Points: The government plans to cap tax concessions on certain higher balance super accounts from 1 July 2025. The proposed changes will subject earnings on amounts in the accumulation phase above $3 million to tax at the higher rate of 30%. Details that haven't been addressed include...
Market trends: Australia vs the world [vc_video link='https://youtu.be/08hKGpeCLyw'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Major asset class performance Hopes of a soft landing for the global economy – with inflation falling without the need for a recession – have supported both bond and equity markets in recent months,...
Key Points: • Interest rates are on the rise, and it's important to take steps to protect your financial well-being. • A financial HealthCheck is a good starting point to assess your current financial position and understand how rising interest rates will affect your debts and investments. •...
The transfer of intergenerational wealth is set to become a major issue in the coming decade. As baby boomers retire, they will be transferring their wealth to the next generation. This transfer of wealth is estimated to be one of the largest in history, with...
Market Trends: Can the US pull off a soft landing? [vc_video link='https://www.youtube.com/watch?v=HwC4H3rCLGQ'] [vc_separator type='normal' position='center' color='#000000' thickness='1' up='20' down='20'] Global bonds and equities: soft landing hopes boost returns An easing in global inflation and still resilient economic growth – despite aggressive central bank rate hikes last year – has...
What happened in 2022? The COVID-19 pandemic finally started to become endemic in 2022, though it continued to cause issues in China. Despite this, the past year has been challenging for investors due to various factors. Inflation rose significantly in 2021 and continued to increase, largely...
Investing can take many different forms, and the style of investing that is right for you will depend on your financial goals, risk tolerance, and investment horizon. Some common styles of investing include: Growth investing; Value investing; Income investing; Index/passive investing; and Fundamental/active investing. Growth Investing Growth...
ESG investing’ is a broad term that covers a range of activities. ESG itself is an acronym which stands for ‘environmental, social and governance’. So ESG investing is really any investment activity that takes environmental, social and governance issues into consideration. Because it is such a...