December 10, 2018, 2:47 pm
December 10, 2018, 2:44 pm
December 10, 2018, 2:41 pm
December 10, 2018, 2:36 pm
December 10, 2018, 2:09 pm
November 9, 2018, 2:00 pm
November 9, 2018, 1:12 pm
November 9, 2018, 1:06 pm
AUSTRALIAN investors have legitimate cause to be nervous amid escalating volatility on equity and other financial markets, heightened geopolitical tensions, a falling residential property market and rising US economic concerns.
November 9, 2018, 1:05 pm
Knowing the investment industry, its players and its products as well as I do, I cannot imagine how an inexperienced individual or family might navigate the minefield that is ‘investment advice’ in Australia. Where does one start? Who does one trust?
October 11, 2018, 2:06 pm
It is now 10 years since the global financial crisis threatened the end of the economic world as we know it. And that time has been a fantastic time to make money if you had the stomach and the cash to get back into the market after the busts of 2008.
October 11, 2018, 2:05 pm
The property market has been a happy hunting ground for Australian investors and home owners for most of this decade and beyond. But for over two years we have seen the party as coming to an end and have publicly said the short-term prospects for Australian property are negative. Sadly, the impact will not only be felt by borrowers but also shareholders in companies with direct and indirect exposures to property.
October 11, 2018, 2:03 pm
This investment cycle is not in its infancy. No one’s arguing that. What’s more contentious is whether the cycle is on its last legs, “late cycle” as some would argue, or actually maturing with still some way to run, as we believe. Indeed, for those prepared to “stay engaged” with risk markets, we expect positive returns are likely to persist in the near term – albeit decidedly less buoyant and less easy to find than last year – when virtually every asset class and region put in a stellar performance.
October 11, 2018, 2:02 pm
While corporate balance sheets and earnings growth look reasonably strong, supported by record low interest rates and US tax cuts, we sit here with the anticipation of higher interest rates, a dissipation of fiscal stimulus and yet higher inflation, none of which we believe are accurately priced by the market.
October 11, 2018, 2:01 pm
In the current landscape the value of Australian superannuation assets is nearing $3 trillion. That number is projected to soar to $10 trillion over the next two decades, ranking Australia as one of the world leaders in pension size and sophistication.