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Global markets and your investments

There has been a lot going on in global markets over recent months. It would be wise, and prudent, to keep on top of these global risk factors and their impact on your investments. It can be quite difficult to keep up with what is happening and understand what this means for your investments. Initially

Greece and the effect on Australian superannuation returns

The events in Greece over the past few weeks have been building like a pressure cooker for many years now. Greece’s failure to meet the International Monetary Fund repayment of 1.6 Billion Euros last week was expected given the recent discussions in Europe, and the calling by the Greek Prime Minister of a national referendum

Investment Newsletter – December 2014

Director's Perspective By Mario Isaias Welcome to our last edition in 2014 of our Investment Newsletter. We are excited to announce that in 2015 we will be revamping this newsletter to enhance the content and timing. We know you will enjoy this fresh approach. November in Australia was generally a “minus 3% month”. Both the

Investment Newsletter – November 2014

Director's Perspective By Inbam Devadason Global share markets have been increasingly volatile over the last 3 months.  The Australian share market was up to a record high on 2 September 2014 of 5,658 (S&P ASX 200).  The market dropped 9% over the next 6 weeks, was up 7.5% over the next 3 weeks and is

Investment Newsletter – September 2014

Director's Perspective By Noel Hucker Are Australian listed companies in good shape ? You bet ! A focus on cost control, productivity and low funding costs have paid dividends – quite literally. For the 12 months ending June 2014, 90% of listed companies reported a profit, 69% of companies have improved their profit over the

Investment Newsletter – August 2014

Director's Perspective By Inbam Devadason Global share markets have performed well during the 2014 calendar year. Confidence is growing in the US recovery.  US interest rates are expected to remain on hold for at least 6 months which will continue to stimulate their economy.  Europe’s Purchasing Manufacturers Index (PMI) is now above 50, signalling expansion.

Investment Newsletter – April 2014

Director's Perspective By Mario Isaias The GFC was the trigger point for governments to embark on massive spending without finding new sources of revenue. Australia now faces the hard reality that this cannot go on forever. The upcoming Federal Budget on 13 May will most likely take the first steps to addressing this imbalance which will

Investment Newsletter – March 2014

Director's Perspective By Noel Hucker There’s a great saying about seeing the forest for the trees and it’s easy to fall into this trap when there is so much information and news out there – Russia and Crimea/Ukraine, Chinese production, tapering of the US Federal Reserve’s Quantitative Easing programme, etc. etc. Issues like these have