Download PDF version Why super and growth assets like shares really are long term investments Key points – While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. – The best approach is to simply recognise that occasional sharp falls in share markets and hence super funds are normal and that investing …
Download PDF version Seven key charts for investors to keep an eye on – where are they now? Key points – Shares have hit a rough patch since recent highs with concerns about the growth outlook. – We remain upbeat on a 12-month view as falling inflation allows rate cuts and hopefully recession is avoided or is mild. But the risk of a further correction in shares is high. – Seven key charts worth watching …
Recession fears and share market falls – what it means for the RBA and investors? Download PDF version Key points – The risk of recession is high. – The falls in shares and commodity prices reflect this. – Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target. – The RBA should be considering cutting interest rates. – Share market volatility is bad news but the best …
