What happened to all the worries about rising inflation & bond yields?

What happened to all the worries about rising inflation & bond yields? :- Goldilocks, tariffs, Turkey & other things Key points The fear of rising inflation and bond yields that dominated investor thinking earlier this year has faded thanks to a combination of: ongoing relatively benign inflation in the US; …

Nine key rules to successful investing

Nine key rules to successful investing Key points Investing during times of uncertainty can be nerve wracking, but even in good times it can be problematic. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind. The key rules …

What is an index?

What is an index? When people talk about the share market having gone up or down, what they are usually are referring to is an index. But what is an index and why is it important? An index measures how a certain part of the share market is performing. Typically, …

What is diversification?

What is diversification? Diversifying your investments will reduce their risks and volatility, but what does it involve? Often described as “not putting all your eggs in one basket”, diversification is crucial to reducing the volatility of investing. It’s about spreading your risks. We know that the markets for different asset classes – …

Weekly Market Update 13 July 2018

Weekly Market Update 13 July 2018  Investment markets and key developments over the past week There was plenty of volatility this week as equities initially got hit following more detail from the US around additional tariffs on Chinese imports. The announcement actually contained nothing new, as Trump said in late June that the …

EOFY super returns: how have markets fared?

EOFY super returns: how have markets fared? The last financial year has been a strong period for super fund portfolios. Equity markets posted solid gains both in Australia and offshore, up 13.7% and 15.4% respectively. Returns were also positive across other asset classes such as direct property and infrastructure, and …

Fixed Income view: It’s the End of the World as we know it, and I feel fine

Fixed Income view: It’s the End of the World as we know it, and I feel fine Economic momentum has gathered pace over the past 12 months, whilst the compensation for risk, known as risk premium, has deteriorated across asset markets. Valuations are expensive leaving investors highly susceptible to any …

How global trends are creating infrastructure opportunities

How global trends are creating infrastructure opportunities The rise of emerging Asian economies, climate change, technological disruption and the ageing demographic, are among trends creating massive opportunities for investors. Understanding these trends is key to getting involved. The Asian Century The middle class in China has expanded enormously in recent …

How are Australia’s states and territories tracking?

How are Australia’s states and territories tracking? An end to the fall in mining investment is helping to stabilise growth in Australia’s mining states and territories (WA, Qld and NT to a lesser extent) while a slowing housing sector is starting to act as a drag on NSW and Vic. …

Why passive investing now won’t deliver all your goals

Why passive investing now won’t deliver all your goals Passive investment funds used to be a relatively obscure part of the market. But with their popularity soaring in recent years, many investors might now be sceptical about paying for active investment. Market performance over recent years would reinforce that scepticism. …