Who would have thought Australia and indeed the world would experience such a drastic situation we all now find ourselves in with the onset of COVID-19? However, we believe that at any previous time it is now that our clients (and our fellow Australians in general) need professional, sound financial advice like never before.
Knowledge Centre
Editorial April 2020 – In times like this, we are working for you
- Details
Market Wrap April 2020: Flight to safety globally escalated
- Details
Global shares fell -13.4% and -8.3% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (down -10.9%) as they were caught up in a flight to liquidity (cash) by investors seeking safe-haven assets instead. An oil price war triggered by Saudi Arabia also impacted emerging markets with their greater dependence on energy and other commodity exports.
Market Wrap March 2020: Flight to safety globally
- Details
Global shares fell -8.5% and -4.9% in hedged and unhedged terms, respectively. Emerging markets were relative outperformers (only down -1.6%) with COVID-19 (a.k.a. coronavirus) outbreaks outside of China and their economic impact a driving concern for global share markets.
Editorial March 2020 – Having enough in retirement
- Details
At some point you will retire. Many of us hope that is sooner, rather than later.
inTouch Q1 2020
- Details
If you have retired and think the days of reviewing your financial plans are over, think again. Now is the time to review your entire plan in-line with your new lifestyle and pay particular attention to any insurance cover in place.
Market Wrap February 2020: Investor sentiment was mixed
- Details
Global shares were down -0.4% and were up 4.3% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (up 0.1%) driven by coronavirus concerns over the impact on China.
Editorial February 2020 – Forty and Fabulous
- Details
If you are in your 40s and feeling like your financial fitness could do with an overhaul, then make 2020 the year to do it!
Market Wrap January 2020: Risk assets rose
- Details
Global shares were up 2.3% and were down -0.9% in hedged and unhedged terms, respectively. Emerging markets enjoyed strong relative performance (up 3.4%).
Editorial January 2020 – New Year, New Job – What’s your resolutions?
- Details
New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time than when starting a new job.
Editorial January 2020 – New Year, New Job – What’s your resolutions?
- Details
New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time than when starting a new job.