Investment – Page 26

The “gradually” maturing investment cycle – what is the risk of a US recession?

The “gradually” maturing investment cycle – what is the risk of a US recession? Key points With inflationary pressures starting to rise in the US the global investment cycle is starting to get more mature. This is likely to mean a further rise in bond yields and more share market volatility. However, there is still little sign of the sort of excesses that precede economic downturns, profit slumps and major bear markets suggesting that we …

FinancialPartners 21/02/2018 20/08/2018 Blog / E - Oliver's Insights Business cycle / Central bank / cycle / Dow Jones Industrial Average / Economics / Government spending / gradually / Inflation / Interest rate / Investment / investment cycle / Keynesian economics / Macroeconomics / Market trend / Market trends / maturing / Monetary policy / Money supply / Recession / Risk / Stock market / The “gradually” maturing investment cycle – what is the risk of a US recession? / Unemployment / US / What is

3 simple steps to create a budget

3 simple steps to create a budget Nearly two out of five Aussies believe budgeting is too much effort, but these quick tips could make it a simpler task. Around 75% of Aussies will be going into 2018 with no specified budget, according to a survey by AMP, which—reality check—is probably going to make achieving financial goals, whether it’s getting out of debt, going on that long-overdue holiday, or saving for something big, a little tricky. Despite …

FinancialPartners 21/02/2018 20/08/2018 Blog / FP - Budgeting / FP - Financial Planning / FP - Managing Money / FP - Money Management 3 simple steps to create a budget / Bank account / Budget / Budgets / create / Finance / Investment / Money / Need / simple / Steps / United Kingdom budget / Want

Environmental, Social and Governance (ESG) Wrap

Environmental, Social and Governance (ESG) Wrap Welcome again to the Environmental, Social and Governance (ESG) Wrap, where our team share the latest ESG issues in the media and their implications on investment.This month the key ESG issues making headlines are: Retail: Are Australian retailers ready for slavery laws? Oil & Gas: Cities across the US sue fossil fuel companies for contributions to climate change Grounds for ditching the daily coffee? (Yes, we did just use …

FinancialPartners 19/02/2018 20/08/2018 Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers Agriculture / Carbon dioxide / Climate change / Coffee / Effects of global warming / Environmental / Environmental Social and Governance / ESG / ExxonMobil / Fossil fuel / Global warming / Governance / Greenhouse gas / Investment / Methane / Names of large numbers / Paper cup / Pension fund / Pollution / slavery / Social / Social and Governance / Social and Governance (ESG) Wrap / Social and Governance Wrap / Unfree labour / Wrap

Australian’s love affair with debt – how big is the risk?

Australian’s love affair with debt – how big is the risk? Key points Household debt levels in Australia are high compared to other countries and still rising. The rise is not as bad as it looks because its been matched by rising wealth and debt servicing problems are low. However, this could change as interest rates rise and if home prices fall sharply. The trigger for major problems remains hard to see but its worth …

FinancialPartners 15/02/2018 20/08/2018 Blog / E - Economics / E - Oliver's Insights affair / Australian / Australian’s love affair with debt – how big is the risk? / Australians / big / consumer / Consumer debt / Consumption / Credit / Debt / Economics / economy / Finance / Financial crisis of 2007–2010 / Great Depression / Household / Household income in the United States / Income quintiles / Inflation / Interest / Interest rate / Investment / Iraq War troop surge of 2007 / Loan / Love / love affair / Macroeconomics / Money / National accounts / Personal finance / Predatory lending / Recession / Risk / Stock and flow / United States public debt / Wealth / Wealth in the United States

The outlook for real assets in 2018

The outlook for real assets in 2018 Adjustments to monetary policy by Central Banks globally, along with the technological change sweeping through and changing the shape of industries, emerge as the two pervasive themes likely to define real asset valuations in 2018 and beyond, according to leading real estate and infrastructure experts. The favourable outlook for real assets is set to continue in 2018, with interest rates globally set to stay at historically low levels, …

FinancialPartners 15/02/2018 20/08/2018 Blog / E - Insights Papers 2018 / assets / Capital / Derivative / equity funds / Finance / funds / future / Infrastructure / Investment / investor / outlook / r real / The outlook for real assets in 2018

Equities riding on fear not fundamentals

Equities riding on fear not fundamentals “The only thing we have to fear is fear itself,” said Franklin D Roosevelt at his inauguration as US President in 1933. I think “the only thing we have to fear is the fear index itself” is a better description of where investors are at right now. It’s been a wild ride on Wall Street and beyond of the past week – the worst in two years for the …

FinancialPartners 13/02/2018 20/08/2018 Blog / E - Insights Papers / E - Rogers' View / FP - Financial Planning Asset allocation / Business cycle / Central bank / Dead cat bounce / equities / Equities riding on fear not fundamentals / fear / Fundamental analysis / fundamentals / Implied volatility / Index fund / Inflation / Investment / London Stock Exchange / Mathematical finance / Monetary policy / Mutual fund / not / Option / Recession / riding / Risk / security / share / Shareholder / Stock / Stock broker / Stock exchange / Stock market / Stock market bubble / Stock market crash / Stock market index / Technical analysis / Trader / VIX / Wall Street Crash of 1929

5 ways to keep a cool head in a falling share market

5 ways to keep a cool head in a falling share market Despite concern, falling share prices are not necessarily a sign of a mild or major bear market situation, according to Dr Shane Oliver. The share market correction many people are talking about at the moment is causing concern for a number of investors, including those accumulating super and drawing money from their super savings, which is understandable given the rapid falls we’ve seen …

FinancialPartners 13/02/2018 20/08/2018 Blog / E - Market Watch / E - Oliver's Insights 5 ways to keep a cool head in a falling share market / Business cycle / cool / Dow Jones Industrial Average / Economics / falling / falling share / head / Investment / Market / Market trends / share / Share-market / Shareholder / Stock / Stock market / ways to keep a cool head

The pullback in shares – seven reasons not to be too concerned

09 February 2018 The pullback in shares – seven reasons not to be too concerned Key points The current pullback in shares has been triggered by worries around US inflation, the Fed and rising bond yields but made worse by an unwinding of bets that volatility would continue to fall. We may have seen the worst, but it’s too early to say for sure. However, our view remains that it’s just another correction. Key things …

FinancialPartners 09/02/2018 20/08/2018 Blog / E - Economics / E - Oliver's Insights Business cycle / Dow Jones Industrial Average / Investment / Market trends / Monetary policy / not to be too concerned / pullback / Reasons / Recession / seven / share / Shareholder / Shares / Stock / Stock market / The pullback in shares – seven reasons not to be too concerned / VIX / Wall Street Crash of 1929

‘Volatility comes in clusters’: Dermot Ryan

‘Volatility comes in clusters’: Dermot Ryan Investors glued to their share portfolio screens recently following the abrupt share market selloff should expect to experience more of the same in the months ahead, according to Dermot Ryan, AMP Capital Income Equity Fund Co-Portfolio Manager.While more volatility can mean higher levels of anxiety for some investors, it can also bring opportunities to those able to stay calm during these periods, Ryan adds. “Volatility, where we haven’t seen …

FinancialPartners 09/02/2018 20/08/2018 Blog / E - Economics / E - Insights Papers ‘Volatility comes in clusters’: Dermot Ryan / ‘Volatility comes is clusters’: Dermot Ryan / clusters / comes / Dermot Ryan / Economic growth / Economics / Finance / Investment / investor / Real estate investment trust / Stock / Stock market / Technical analysis / volatility / Volatility comes in clusters / Volatility comes is clusters

Correction time for shares?

Correction time for shares? Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets including Australian shares. However, in the absence of an aggressive 1994 style back-up in bond yields or a US recession – neither of which we expect …