We survived the rollercoaster that was 2020 and moved into 2021 with increased optimism that the vaccine rollout would tame the pandemic. In Australia, the arrival of Delta to our shores ensured many months of lockdown pain for NSW and Victoria, and Omicron has meant we end the year with heightened caution once more. Despite the… [Read More]
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September Quarter Update – Beware of inflation!
Welcome to the September quarter update as we see looming restrictions on lending to curb house price growth. Overall conditions for markets remain strong and our asset allocations in portfolios are well-positioned for what sho be a strong finish to the year. However, the single biggest issue market will need to come to terms with… [Read More]
Budget 2021 – Spend Spend Spend!
The Federal Treasurer Josh Frydenberg recently handed down the 2021 Budget. To say it was a pre-election big-spending budget is probably an understatement! Conditions for investment remain favourable as we move into a post-COVID recovery. Along with the huge amount of government spending and tax cuts, our interest rates and exchange rate are being kept… [Read More]
Easter Market Update – Every reason to be optimistic!
It’s hard to believe that in the blink of an eye Christmas becomes Easter, and what contrasting times we find ourselves in compared to a year ago! Optimism has been high with aggressive stimulus packages from governments and lower-for-longer monetary policies, rolled out by central banks with money printing and interest rate market interventions. It’s fair to say this has… [Read More]
Market Update – A good year ahead?
Welcome to the first market update for 2021, and things are off to a strong start with conditions likely to remain supportive of asset prices for the remainder of the year. This month we focus on what is driving the recovery as we start to look beyond the pandemic. If you would like further insights… [Read More]
Christmas 2020 Message – Not the year we expected!
This time last year, we were optimistic about the start of a new decade and wondering what significance this may signal in terms of world history. This time last year, of course, none of us had any idea what lay ahead. I’m sure that 2020 has been the most unusual and challenging year any of… [Read More]