Investor risk profiling explained

At its core, investor risk profiling is a process used to assess the level of risk that an investor is willing to take with their financial assets.  The investable assets can be siloed, and a different risk profile applied to each group of assets; however, the overall risk profile of the entire portfolio should remain within the range tolerable to the investor. Each investment asset class has an array of [...]

Economic and Markets Outlook 2020

Introduction Our view of the economic and markets outlook for 2020 provides a background to the expectations we have for the 2020 calendar year and it will be reflected in the way we review and assess investment assets for retention in, or addition to, client portfolios – at least in the early phases of the year. This article expresses an opinion only, and any opinion/ quantification expressed should not be [...]

By |2020-01-17T13:20:58+10:00January 17, 2020|Market Updates, Wealth Management|0 Comments

Market volatility influences investment activity

That market volatility influences market activity, can be understood when it is realised that markets are driven by a number of factors, none the least of which are supply, demand, liquidity and price. With prices rising and falling by dramatic amounts in short periods of time (volatility); and liquidity created by such market action, investors who are strategically managing their portfolio will take the opportunity to sell shares on reaching [...]

By |2020-09-24T20:46:15+10:00October 31, 2018|Investment Strategies, Market Updates|0 Comments

Economic and Markets Outlook 2018

Economic and Markets Outlook for 2018 – a ContinuumFP, in-house opinion Following our practice over a number of years now, our Economic and Markets Outlook 2018 is presented so that clients, prospective clients and our readers generally are aware of the expectations that our Investment Committee has for the calendar year that has recently commenced. Our discussions with fund manager representatives; and our reading of the reports issued by fund [...]

By |2020-12-16T19:40:35+10:00January 30, 2018|Market Updates, Wealth Management|0 Comments

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
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