Reading time: 4 minutes Despite a strong long-term economic growth outlook, the Indian economy has slowed over recent quarters and its sharemarket has under-performed global peers so far this year.  With policy stimulus on the way, this could offer a buying opportunity, assuming the Indian economy manages to rebound over the second half of this

Read more

Reading time: 5 minutes Key Market Trends – trade tensions return August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs that these tensions are impacting on global growth (especially in Asia and Europe) and related fears associated with the renewed inversion of the US yield

Read more

Reading time: 5 minutes Earlier this month, in Investing for income (Part 1), we looked at the challenges facing investors seeking income in a low interest rate world, and presented several opportunities in the cash and fixed income asset class. In Part 2, we explore the opportunities to earn income from equities. Australian investors are

Read more

Reading time: 4 minutes Lower rates and more cuts on the cards With the Reserve Bank of Australia (RBA) cutting the official cash rate to just 1.00% on 3 July 2019, savers and investors face increased challenges in deriving enough income from their investments to meet their needs. This is an ongoing issue as interest

Read more

Reading time: 4 minutes Every year in June, a report is published that is essential reading for anyone interested in investing in the tech sector. Written by the woman dubbed the ‘Queen of the Internet’, Bond Capital founder Mary Meeker, the Internet Trends Report has become the most highly anticipated slide deck in Silicon Valley

Read more

Reading time: 5 minutes Given the ongoing trade war and slowing global growth, many investors are understandably concerned about the market outlook.  While I feel a ‘doomsday’ scenario is unlikely anytime soon, this note nonetheless considers what investment options might be of interest to those investors who hold grave concerns – and are seeking portfolio

Read more

Reading time: 4 minutes Gold has woken from its slumber to be up more than 18% since the start of the year (see chart below). Whilst this has been driven by growth concerns and falling real rates, we believe there is still a strong case for including it as part of a broader asset allocation.

Read more

Reading time: 4 minutes “What are other advisers doing with client portfolios?” This is one of the questions I get asked the most by financial advisers. I appreciate that many advisers are so busy with the day-to-day running of their practices, they may not get as much time to speak to their peers and share

Read more

Reading time: 4 minutes Due to its relatively strong economy, India’s share market has not only been one of the best performing among emerging markets in recent years, but also the world. As this note will demonstrate,  India continues to offer both an alluring growth opportunity and useful source of added diversification for Australian investment

Read more

Reading time: 4 minutes MULTIPLE RECORDS TUMBLE AS THE SECOND HALF OF THE YEAR STARTS WITH A BANG! The Australian ETF industry experienced rapid, and record-breaking growth this month, benefiting from both high net flows and positive market movements. July 2019 was truly a month where records tumbled, with all-time records broken for: total funds

Read more