Investment insights

Understanding the impact of inflation on investments

Lyle Meaney, Managing Director, Wealth Advice

There has been significant media rhetoric surrounding the weakness in Australian inflation, and with it, some confusion as to the impact of inflation on...Read more

What the US yield curve inversion means for your investment portfolio

Patrick Broughton, Investment Committee Chairman

The US yield curve has received considerable focus in the last few weeks, with widespread commentary on its ‘inversion’. For investors, it...Read more

How Australia’s residential property downturn could impact your investments

Patrick Broughton, Investment Committee Chairman

As an Investment Committee, we continue to hold several concerns about the Australian economy; namely lack of wage growth, the high level of household...Read more

How US and Australian interest rates may impact investment markets in 2019

Patrick Broughton, Investment Committee Chairman

2019 has seen a relatively positive start for investors, particularly after the turmoil in global markets at the end of last year. However, two recent...Read more

Why super is still super – strategies for tax-effective investing

Ishara Rupasinghe, Director

This year is likely to see more changes to the super and tax environment after the federal election, in addition to the last round of changes made in 2017....Read more

What to expect when investing in this current world of market volatility

Patrick Broughton, Investment Committee Chairman

October was a volatile month in financial markets. US bond rates rose sharply, while world equity markets swung wildly and closed down sharply on the month...Read more

Positioning your investment portfolio in an unpredictable global market

Patrick Broughton, Investment Committee Chairman

There is a lot going on in global markets right now. Geopolitical tensions from trade wars and Brexit to the re-imposition of an embargo on Iran; and the...Read more

Should you be investing in emerging markets?

Patrick Broughton, Investment Committee Chairman

Rising US rates and tightening US dollar liquidity are causing stress in some emerging markets. This has been the main impetus behind a recent outflow of...Read more

Investing in infrastructure in the current environment

Patrick Broughton, Investment Committee Chairman

Rising US interest rates, as a result of better economic conditions and an uptick in inflation, are causing concern, chiefly for valuations in stocks...Read more

Investing in the current global economy

Patrick Broughton, Investment Committee Chairman

Collective global growth is generally in positive territory but with some interesting nuances. In our view, the recent economic data indicates that the...Read more

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