Could last year’s strong equity returns keep on rolling?

Could last year’s strong equity returns keep on rolling? Aussie battler On the home front, the economic cycle in Australia is less advanced than in other developed economies. Activity remains subdued as housing investment moderates and consumers remain cautious on account of anaemic wages growth. Nonetheless, the preconditions for an improvement in growth are in place. Business confidence has improved and there is evidence of broad-based acceleration in business investment. At the same time, large …

Investors found the “sweet spot” in 2017

13 December 2017 Investors found the “sweet spot” in 2017 It was a good year for share market investors in 2017, particularly for those who overcame the fear of a potential market correction and maintained exposure to global listed markets. Looking back on share market and asset price performance generally, the combination of solid global growth and profits and yet low inflation and benign central banks created a “sweet spot” for investors in 2017. Investment …

What a banking Royal Commission means for investors and superannuants

13 December 2017 What a banking Royal Commission means for investors and superannuants A dip in the value of listed financial stocks including Australia’s Big Four banks the day the federal government announced a Royal Commission into the banking, superannuation and financial services industry, could be a sign of things to come for shareholders in the country’s most widely held institutions. The long heralded Royal Commission into the banking industry could have the effect of …

Aussie equities still remain a good long-term bet

11 August 2017 Aussie equities still remain a good long-term bet Australian equities have been getting bad press with some investors warning they are significantly overvalued. The narrative goes that we’re in the midst of a housing bubble that will blow up and take the share market down with it. Like every story there are elements of truth to this, but if you silence the noise and take a long-term view – as most investors …