Blogs by Tags
Creating Wealth
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Why super and growth assets like shares really are long term investments
Key points
- While growth assets like shares go through bouts of short- term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them.
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Recession fears & share market falls – what it means for the RBA & investors?
Key points
- The risk of recession is high.
- The falls in shares and commodity prices reflect this.
- Lower growth and recession would mean a high risk of the inflation rate undershooting the RBA’s inflation target.
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A list of lists regarding the macro investment outlook for 2024
Key points
- 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, the anticipation of interest rate cuts in 2024 and better than feared economic growth. There were bumps along the way, but balanced super funds returned around 9.5%.
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The income or growth conundrum
Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.
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Transitioning into retirement? Start to get your buckets in place early.
Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.
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2023 the year in review
Key points
- 2023 was a year of extreme volatility and uncertainty. Central banks around the world confirmed a commitment to higher interest rates due to inflation concerns.
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Focusing on the right thing
It certainly can't have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post Covid uncertainty.
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Volatile world markets
Feeling a bit seasick from the volatility of the world’s financial markets?
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Loyal to a fault
It may be an admirable trait in personal relationships, but in the world of lending, loyalty can come at a cost.
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Investing under uncertainty
What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly opposed to a view of the economy, the markets and the daily noise surrounding them.
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