Investment

By Noel Whittaker, Cuffelinks People’s attitudes to money are amazing. They’ll spend most of their lives working for it, worrying about it and fighting over it, yet many won’t give more than a passing thought to what will happen to it when they die. Nearly 50% of people die without a will, and most of…

By Julie Steed, Senior Technical Services Manager, Australian Executor Trustees  (on behalf of firstlinks) The introduction of the $1.6 million transfer balance cap, effective from July 1 this year, will impact the estate plans of many superannuation members. This article reviews the role of insurance as part of an SMSF’s investment strategy and the changes that people may…

Alex Hone provides a brief overview of investment markets following the final quarter of 2016.

As we commence 2017, we have prepared an overview of our thoughts regarding the current state of global investment markets.

Alex Hone provides an update on markets including how we have responded to current market conditions and explains the positioning of our portfolios.  

Tony Edwards, Senior Portfolio Manager, shares his views on the recent reporting season.

By David Goodsell, Firstlinks. What is the biggest threat to investment savings today? You’d be forgiven if you answered volatile markets and anemic growth when in fact, it’s investors themselves. Modern investors aren’t just nervous, they’re deeply conflicted. Our recent survey (the Natixis Global Survey of Individual Investors included 7,100 global investors of which 300…

The first half of 2016 saw a significant increase in market volatility, initially driven by fears around the sustainability of China’s growth. At the end of 2015, the US Federal Reserve (“the Fed”) raised its policy from effectively zero, where it had remained since the height of the GFC, an unprecedented 8 year period of highly expansionary policy settings...

Alex Hone provides an investment update following the 2015-2016 financial year.