To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….
Both houses of Parliament quietly passed what may well be the biggest changes to super contribution rules in a decade. With the Treasury Laws Amendment Bill just only awaiting Royal Assent, 2022 will see retirees and soon to be retirees provided with significantly greater flexibility in putting additional cash into superannuation. The most important and…
A strong rally to close out the week, with the S&P/ASX200 finishing 0.5 per cent higher, wasn’t enough to offset downward pressure during the week, with the market ultimately losing 0.2 per cent. Performance was varied on Friday, with materials and industrials both outperforming, gaining 1.3 and 0.9 per cent amid surging commodity prices and…
The threat of quantitative tightening extended to Australia on Thursday, with the S&P/ASX200 being dragged down another 0.6 per cent almost solely due to the technology sector. Just three sectors finished higher during the session, being perceived defensive companies in the utilities and staples sector, with the technology sector falling another 3.4 per cent. The…
Leading responsible and sustainable investment manager Australian Ethical (ASX:AEF) this week announced their intention to merge with industry fund Christian Super. If completed, the combined entity would manage some $9 billion and serve around 100,000 members across the country. Christian Super, and similar religious-leaning super funds were some of the earliest adopters of the ESG…
There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have actually become “fixed-loss.” The driving factor was the threat (and now, realisation) that bond yields and cash rates were set to turn higher, reversing a four-decade tailwind. Naturally, these types of…
Tuesday was a similarly strong day for the Australian market, with the S&P/ASX200 moving within 1 per cent of an all-time high; despite the incredibly difficult geopolitical backdrop. That was until the Reserve Bank of Australia delivered its latest board meeting result and associated explanation. Whilst rates remained on hold at 0.1 per cent, analysts…
April has begun just as March finished, with the domestic market rallying on what was generally stock-specific news. The S&P/ASX200 gained 0.3 per cent despite a broad spread of performances, with six sectors higher led by utilities, up 1.1 per cent, whilst tech and materials also rallied 1 per cent; Fortescue (ASX: FMG) was a…
The “widow-maker” in the Australian investment context has long referred to those willing or stupid enough to take a short position on the “big four” banks. Being such a huge part of the benchmark and with clear government support, betting against the sector has carried too much career risk for many. But in 2021 and…
The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social media system built to reinforce our own beliefs or views in many cases, making sound investment decisions has never been harder. As an experienced financial adviser, I like to think…
