Investment

Weekly Market Update – 18th September 2015

Investment markets and key developments over the past week It was another volatile week for global shares with strength into the Fed meeting, partly in anticipation of the Fed leaving interest rates on hold, and then European and US shares completely reversing their gains as the Fed provided a reminder about China and emerging market driven global growth worries. This saw US shares fall 0.2% for the week, Eurozone shares down 0.6% and Japanese shares down 1.1%. Chinese shares also fell [...]

2020-07-08T06:30:25+09:30September 21st, 2015|Investment, Market Update|

Weekly Market Update – 10th July 2015

Investment markets and key developments over the past week China's rollercoaster Share market has been the main drama. The Shanghai Composite Index suffered a painful -8.9% fall during the week before managing to rebound with a remarkable +5% overall gain. However, from the peak set on June 12, the Shanghai Composite has declined by nearly 25% in the past month.Is this a major crisis for the Chinese economy? China's share market needs to be placed in context. Most Chinese consumers have [...]

2020-07-08T06:30:49+09:30July 13th, 2015|Investment, Market Update|

SMSFs gear up for advice

Advised self-managed superannuation fund (SMSF) trustees are more confident about achieving their desired retirement income than non-trustees, according to research commissioned by nabtrade and the SMSF Association. The research says about 53% of SMSF trustees are more likely to be receiving financial advice than non-trustees (about 30%). Illustrating the value of financial advice, about 72% of advised trustees are confident of being on track to achieve their desired retirement income as opposed to 66% of non-trustees. According to the Intimate with [...]

2015-07-13T04:10:23+09:30July 13th, 2015|FinSec Post, Investment, SMSF, Superannuation|

Weekly Market Update – 26th June 2015

Investment markets and key developments over the past week The Greek saga continues. After getting a lot closer on a deal but then failing to quite get there, Greek PM Tsipras has now called a referendum for July 5 on the latest offer from Greece's creditors. This will probably pass with polls indicating two thirds of Greeks want to stay in the Euro, and around 56% saying that this should be the case even if it involves a bad deal with [...]

2020-07-08T06:30:42+09:30June 29th, 2015|Investment, Market Update|

Dust off the history books – it’s back to the past to control the property cycle

The past few weeks have seen banks tighten up lending conditions for property investors – either charging higher interest rates or imposing lower loan to valuation ratios or both. There is even talk of lenders managing their exposure by focussing on postcodes. This is all in response to increasing pressure from the banking regulator APRA (the Australian Prudential Regulation Authority) demanding that the 10% cap on property investor lending growth that it announced last December be adhered to. Those who have [...]

2020-07-08T06:31:00+09:30June 17th, 2015|Investment, Market Update, The FinSec View|

21 great investment quotes

Introduction Investing can be scary and confusing at times. But the basic principles of successful investing are timeless and quotes from some experts help illuminate these. This note looks at those I find most insightful. Aim “How many millionaires do you know who have become wealthy by investing in savings accounts?” Robert G Allen Cash and bank deposits are low risk and fine for near term spending requirements and emergency funds but they won’t build wealth over long periods of time. [...]

Another 21 Great Investment Quotes

Investing can be profitable as well as fun, but it can also be unnerving and unprofitable if you don’t understand markets and don’t have the right mindset. The basics of successful investing are timeless and some experts have a knack of encapsulating these in a way that’s insightful. A year ago Shane Oliver wrote on 21 investment quotes he finds useful (see 21 great investment quotes), here are some more... The market and cycles “The stock market is the story of [...]

2019-07-31T00:53:40+09:30April 13th, 2015|Investment, Quick Tips, The FinSec View|

Weekly Market Update – 30th January 2015

Investment markets and key developments over the past week Share markets have had a mixed week with messy US earnings, soft US gross domestic product (GDP) data and worries about the US Federal Reserve (Fed) and Greece weighing on US shares (-2.8%) and Eurozone shares (-0.6%), Chinese stocks continuing to go through a bit of a correction (with a 3.9% fall) but Japanese shares (+0.9%) and Australian shares (+1.6%) seeing gains. Bond yields mostly fell. Oil had a bounce from oversold [...]

2020-07-08T06:31:31+09:30February 2nd, 2015|Investment, Market Update|

Weekly Market Update – 16th January 2015

      Investment markets and key developments over the past week The "risk off" tone in markets continued over the past week with mixed US economic data and earnings results along with a continuing fall in oil prices early in the week maintaining downwards pressure on US shares which fell 1.2% for the week, Japanese shares which fell 1.9% and Australian shares which lost 3%. Bonds benefitted from a flight to safety and deflation worries with yields continuing to fall. [...]

2020-07-08T06:32:34+09:30January 20th, 2015|Investment, Market Update|

Grow your mind, Grow your money…

In 2008, professors at George Washington University and the University of Pennsylvania designed three questions in a study called The Economic Importance of Financial Literacy: Theory and Evidence with which to examine the financial literacy of consumers around the globe. Let's just say the results weren’t all that encouraging. The study concluded that the cost of improving financial illiteracy is far less than the cost of the effects and consequences of financial illiteracy. The authors made several suggestions aimed at improving [...]

2014-12-22T01:07:24+10:30December 22nd, 2014|FinSec Post, Investment, More than just Finance, Quick Tips|
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