10 November 2017 When it’s time to listen to the herd Are we in bubble territory? Will there be a correction? You could spend every day looking at valuations and broker notes to form a view on whether the equities bull market is about to run out of steam, but it’s possible the best clues to whether we’re in bubble territory could be gleaned from your taxi driver, at your friend’s BBQ or at the …
Are we in another 1990s tech bubble? A quick look at the valuations of the so called FAANMG group of stocks – Facebook, Apple, Amazon, Netflix, Microsoft and Google – and it certainly feels like it we’re in a tech stocks bubble a-la the late 1990s. However, if we compare valuations of this group to historical valuations during the major global asset bubbles over the last 40 years, it’s possible FAANMG and tech generally might …
Prepare for retirement……without missing out today If you’re looking for a way to start saving for your retirement, but still enjoy your lifestyle today, you’re not alone. Recent research shows 54% of Australians aged 55-64 want the same thing.i No doubt you already have a cashflow system in place, but perhaps it’s time to revisit it. It could be the first step to achieving your retirement goals, and really can make a difference to your …
China’s consumers swapping Christian Dior for campuses and kangaroos Big-ticket acquisitions of Australian resources, office towers and luxury homes by Chinese corporates and billionaires are grabbing headlines. However, it’s the country’s middle class that is powering a spending shift set to benefit Australia longer term, says AMP Capital Chief Economist and Head of Investment Strategy Shane Oliver. “Chinese consumers are showing signs of shifting their focus from status-linked luxury goods like a Christian Dior handbag …
08 November 2017 4 steps to help protect portfolios against political risk When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that political risk matters to markets. We face troubling political and geopolitical risk across the world: Trump, Brexit and, above all, the risk of nuclear confrontation …
Eight steps to improved cashflow… and lifestyle Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% of Australians aged 55-64 strongly agreed they’d like that too.i Yet, many of us don’t feel like we’re in that position. Financial stress is actually so common that 24% of Australian …
Money mistakes people make in their 50s and 60s Avoid these common money traps to make sure you have enough put aside for a comfortable retirement. When you’re in your 50s and 60s, you know you’ve worked long and hard for what you’ve achieved in life and probably have a fair idea of how you want to live in your future retirement. But it’s important not to become complacent and ignore the warning signs of …
5 ways Australians will use their tax return this year With nearly one in three people planning to save their tax return, have you considered what you might do with yours? This year more than 75% of Australians expect to receive a tax return, with a large portion of the population planning to use the money they receive to take the edge off their financial commitments.i We look at the most common ways people intend …
Aussie banks are OK but there’s better value overseas 04 October 2017 Banks globally are better value than local banks for share market investors but our “big four” still don’t look overvalued, says Shane Oliver, AMP Capital head of Investment Strategy and Chief Economist. “Going forward in an absolute sense the banks look ok. P/Es [price earnings] multiples are a little under the market average multiples in Australia and dividend yields are still good.“There is …
Helping your kids buy a home Increasing house prices are good news for property owners but can be a bit of a hurdle for people trying to get into the market. If, like many of our clients, your goal is to help your children buy a home, there are a few ways you can help. Perhaps some of the tips below might give you an idea or two to discuss with your adviser. 1. Start …
