Investing in investment bonds
Investment bonds are long term investments that may offer tax efficiency to investors on a high marginal tax rate and those investing for children or grandchildren. Unlike traditional investment products, such...
Five long term global trends and implications for markets
Posted at 19 Feb 2023
in General Interest
This article looks at some longer term structural trends in the economy and their impact on economic growth and investments. A decline in routine based jobs Fear of technology replacing...
Economic update February 2023
Risk assets performed strongly in January, following further indications that inflation may have peaked in key regions. Global economic growth forecasts were lowered by both the World Bank and...
Can super secure a woman’s future?
Posted at 19 Feb 2023
in General Interest
Here are some stark numbers on the difference between men and women at the point when they retire: 80% of women are retiring without the super balance they need to...
Buying an investment property – Is an investment property the right choice for you in retirement?
Posted at 19 Feb 2023
in General Interest
What you need to know about buying an investment property Buying a rental property is a very popular investment in Australia. For many investors, the appeal of owning an investment property...
The RBA hikes rates by another 0.25% – are we there yet?
Posted at 19 Feb 2023
in General Interest
Key points The RBA hiked again by 0.25% taking the cash rate to 3.35%. It continues to expect to increase interest rates further. We remain of the view the cash...
Downsizing your home? Understanding the downsizer contribution
Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the sale...
Review of 2022, outlook for 2023
Posted at 17 Dec 2022
in General Interest
Key points 2022 was dominated by high inflation, rising interest rates, war in Ukraine and recession fears. This hit bonds and shares hard, driving losses for balanced growth super funds. ...
How do hedge funds work in a volatile market?
Posted at 23 Nov 2022
in General Interest
While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns - at a risk. Hedge funds play a...
Alternative Thinking: Diversifying Beyond Traditional Asset Classes
Posted at 23 Nov 2022
in General Interest
Once a staple investment allocation, the traditional balanced portfolio of shares and bonds has had some challenges in delivering positive returns in today's market environment. Institutional investors, such as superannuation funds...