Oliver’s insights – nine key things for successful investing

Successful investing is not always easy and can be stressful. Even in good times. For this reason, it’s useful for investors to keep a key set of things in mind.

Oliver’s insights – seven key charts

Seven key charts worth keeping an eye on remain: global business conditions PMIs; inflation and our Inflation Indicators; unemployment and underemployment; inflation expectations; earnings revisions; the gap between earnings yields and bond yields; and the US dollar.

Weekly market update 12-05-2023

Over the week, US and Aus sharemakets were flat; Aus Fed Budget will not add to inflation; US CPI moving in the right direction; and more.

The plunge in shares & flow on to super – key things for investors to keep in mind during times of market turmoil | AMP Capital

The plunge in shares & flow on to super – key things for investors to keep in mind during times of market turmoil Key points Share markets have fallen sharply in recent weeks continuing the plunge that started early this year due to worries about inflation, monetary tightening, recession & geopolitical issues including the invasion of Ukraine. It’s still too early to say markets have bottomed. This will weigh on super returns for this financial …

Weekly Market Update 18 May 2018

Weekly Market Update 18 May 2018 Investment markets and key developments over the past week Global share marketswere mixed last week with Japanese and Chinese shares up 0.8% and Australian shares up 0.5%, but Eurozone shares flat weighed down by a fall in Italian shares and US shares down 0.5% on the back of rising bond yields and geopolitical worries. Bond yields mostly rose led by strong data out of the US and the spread between …

Volatility: 10 key messages for investors

Volatility: 10 key messages for investors Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Here, Fidelity provides 10 key messages to help investors steer their portfolios through volatile times. 1. Volatility is a normal part of long-term investing From time to time, there is inevitably volatility in stock markets as investors react nervously to changes in the economic, political and corporate environment. Above all else, …

Planning is the key to making it financially

Planning is the key to making it financially If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.  A study by comparison site Finder found paying off the mortgage is the financial milestone 74% of Australians value most.  Having enough in super to retire comfortably comes a close second for 59% of …

Do you have a key person in your business?

  Do you have a key person in your business? If your business is like millions of other small or medium businesses in Australia, it’s likely that you’ll have one or more individuals whose involvement is critical to its success. This ‘key person’ might be important because of their investment or experience, their technical expertise or their business connections. And while we don’t like to think about it, no longer having this key person involved …