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

Market volatility advantages

Market volatility is perpetual Market Volatility advantages the prudent investor; and the good news is that it is an ever-present feature of investment asset markets. It is the feature of investing that gives inexperienced investors most cause for concern - particularly when the rate of change in volatility increases in short timeframes. It is interesting to note however, that investment managers exploit market volatility that suits their strategic investment policies, [...]

By |2021-06-28T10:00:47+10:00October 31, 2018|Wealth Management|0 Comments

Investment success contributor: taxation

Are negative gearing and capital gains tax discounts sustaining your investment success? The investment success contributor for a large number of ‘ordinary’ Australians, is found taxation legislation, supported by settled Case law, in two key areas: Negative gearing deduction; andCapital Gains Tax discounting. From an economic standpoint, housing affordability and first home owner participation (and the politicisation of these emotive issues), should in the main, be considered a distraction – [...]

By |2020-10-14T18:11:14+10:00February 5, 2018|Investment Strategies|0 Comments

Gearing wealth creation – capital gains

Wealth accumulation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments
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