Economic and Markets Outlook 2017

Economic and Markets Outlook 2017 Introduction: Formulating an economic and markets outlook 2017 gives us a platform from which to guide our investment philosophy for the year ahead. We share it with our clients as part of the transparency of our process in fulfilling our fiduciary responsibilities to them - and for the interest of our readers generally. In a fundamental approach to investment asset values, economies and their constituent [...]

By |2017-07-31T14:32:07+10:00February 17, 2017|Market Updates|0 Comments

Global Equities Asset Allocation

Diversification in asset allocation smooths volatility Investors have a range of investment asset classes into which a portfolio can be invested. A Global Equities Asset Allocation has some special features that make it particularly interesting to Australian investors. Some of those features are common to any global asset class (including fixed income, property, or even 'alternatives'). Global equities tend to be more volatile than the other assets for most of the time; [...]

Economic Outlook 2009

Saving .. clearing debt and investing - In a recent article1 in which the CIO of AXA – Australia and New Zealand published to advisers, his economic outlook for 2009: his comments, following, show a favourable view for the long-term investor (and probably a better outlook for households generally) – beyond the next several months. His headline indicates that “far from lagging the rest of the world, there are signs [...]

By |2020-01-16T15:16:22+10:00April 29, 2009|Market Updates, Wealth Management|0 Comments
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