Investing 101

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.

This analysis was undertaken in autumn 2021, long before Russia’s latest invasion of Ukraine.There remains an intense debate about the economic consequences of Russia’s military incursion. But there is surely no way to know how severe and long-lasting the constraints on global commodity supply will be and so no credible way to quantify the shock…

There has been no better time to buy Gold than now and that’s due to several reasons.

2022 has been a torrid year for both bond and equity markets, but particularly those outside Australia. Following Friday’s weak close, the S&P500 is now down close to 19 per cent for the calendar year to date and the US government bond index is down around 13 per cent.

‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside Network’s Equities and Growth Assets Symposium, held recently in Adelaide for the first time. Challenged with setting the scene for the full-day discussion on equity and growth allocations, Michalakis drew upon his extensive experience…

It’s been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of stimulus to safeguard against any further deterioration.

As Anthony Albanese is sworn in as the new Prime Minister and the Labor Party takes power for the first time in close to a decade, there have been a lot of high profile moves in political circles.

In their latest quarter fixed income outlook, titled ‘Investing Through Inflation and Growth Uncertainty’ global asset manager Neuberger Berman has flagged somewhat of a non-consensus view on the outlook for inflation, growth and fixed income assets.

From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current ’emergency’ settings by the Reserve Bank of Australia.

Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be the first rise in interest rates during an election campaign since November 2007, and coming ahead of several forecast rate rises in the second half of 2022. …

The latest US non-farm payrolls figure saw a rise of 431,000 jobs in March. Despite being a touch below expectations, the 1.7 million rise in jobs for the quarter was seen as a strong indication that the economy was doing well. “It was both positive and negative news,” Jim Caron, portfolio manager and chief fixed…