Market Watch – May 2014

Published: May 19, 2014

Download Market Watch – May edition and read the full report. (190 KB file) In this edition: In balance, we are in an investment friendly environment. A health check on the residential housing sector. Microsoft well-placed to reward investors. The National Commission of Audit – what is it and what does it mean to Australians?

2014-15 Federal Budget Summary

Published: May 14, 2014

1. Superannuation 1.1 Superannuation Guarantee (SG) rate – Change to increase schedule Proposed effective date 1 July 2014 The Government will change the schedule for increasing the SG rate. SG contributions are the compulsory super contributions made by employers into the super accounts of eligible employees. The current SG rate is 9.25%. The SG rate […]

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What does the Federal Budget mean for the economy and your investments?

Published: May 14, 2014

With the Government winning the election with a mandate to fix the budget, a bout of fiscal austerity was inevitable. Against this backdrop and the fears of the last few weeks, the Budget is not as tough as feared. Many of the budget savings will only build over time. Download pdf  Watch video commentary Key […]

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The US economy, the Fed and interest rates

Published: May 7, 2014

A constant for investors over the last five years has been very easy global monetary conditions, with near zero interest rates and quantitative easing programs in the US, Europe and Japan. This has helped the global economic and share market recoveries since the GFC. But with the US economy on the mend the time will […]

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21 great investment quotes

Published: April 30, 2014

Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from some experts help illuminate these. This note looks at those I find most insightful.    Download pdf            Aim “How many millionaires do you know who have become wealthy by investing in savings accounts?” Robert […]

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Market Update – April 2014

Published: April 17, 2014

Download Market Watch – April edition and read the full report. (319 KB file) In this edition: The public jury is out on Japan’s bold plan to awaken its economy – on the ground sentiment is optimistic. A success and some set-backs surrounding the US stimulus unwind. Domino’s Pizza continues its global expansion into Japan. […]

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Crash calls for share markets

Published: April 17, 2014

The past few weeks has seen several predictions of a share market crash by some perennial high profile bears. The broad claim is that share markets – namely US shares – have disconnected from fundamentals and that the Fed is to blame for a poor recovery and/or doesn’t know what it is doing. And of […]

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Australian housing to the rescue – but is it too hot?

Published: April 3, 2014

Two years ago some (mainly foreign) commentators were convinced Australian housing was in a bubble that was in the process of collapsing as the China driven mining boom faded. Instead, lower interest rates have led to the usual response of rising house prices & approvals for new homes. But has it gone too far, taking […]

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The critical role of asset allocation for investors

Published: April 2, 2014

One of the big swings in thinking around investment management relates to the perceived importance of asset allocation, ie the relative exposure to asset classes like global shares, Asian shares, Australian shares, bonds, unlisted property and cash. Through the long strong secular bull market that went from 1982 through to 2000 (or up to 2007 […]

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