constrained

Oliver’s insights – Medium Term Returns

Since 1999 nominal returns have been more constrained averaging 6.2% pa as we entered a lower return world with real returns averaging 3.6% pa. The odds are that returns are likely to be even more constrained over the next 5 to 10 years. This article looks at why.

FinancialPartners 25/10/2023 25/10/2023 Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning 1999 / averaging / been / constrained / entered / Have / insights / medium / more / nominal / Oliver’s / returns / since / Term

2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around

2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around Key points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; be cautious of the crowd; and cash continues to …