Investment

By Antonia Ruffell, Cuffelinks. Towards the end of the financial year, many people start focussing on potential tax deductions to reduce their taxable income. The most common techniques include bringing forward expenses or realising capital losses, but don’t overlook the role philanthropy can play in end-of-year tax planning. Tax deductible donations to charities always increase…

By Shane Oliver and Paul Clitheroe, Cuffelinks. If you’re a long-term investor, ironically term deposits are one of your riskier assets. Investors have the potential to receive a higher cash flow from growth assets such as Australian property and shares. In times like the present, a focus on the income an investment provides is important.…

The decision by UK voters to leave the European Union has provided a material shock to global financial markets. Market volatility is always concerning for investors. At the same time reacting to market volatility without obtaining advice may not align with your long term financial needs and objectives. Financially speaking, the outcome of the UK…

By Bruce Madden. With volatile conditions buffeting global investment markets over the past six to 12 months, many Fitzpatricks clients headed for the relative calm of a sit down client seminar during March to hear from our Senior Portfolio Manager, Tony Edwards. Tony unpacked the underlying statistical trends to paint a data rich picture of…

By Don Stammer, Cuffelinks. In the first ten weeks of 2016, share markets were often described as turbulent. Globally, shares shed 11% of their value between the start of the year and mid-February. Predictions of a global recession were frequent and shrill. Oil and iron prices tanked. Adding further to the gloom, a cleverly-marketed research…

As you are no doubt aware, investment market volatility has been steadily increasing over the past few months on the back of a range of concerns which we have previously discussed and provide an outline of below. The purpose of this note is to outline some of the reasons for this volatility and to reassure…

Please find herewith our investment views on the outlook for markets and economies over the course of 2016. This information has been provided by Atrium Investment Management (Atrium) which provides investment services to Fitzpatricks. Click here to read more.    

Following a volatile second half of 2015 the New Year has given indications that 2016 could be equally volatile. During 2015 we highlighted our expectation for increased volatility in investment markets given the strong performance in markets over recent years, and the emergence of a range of risks to global economic growth that have the…

By Melanie Palmer, Cuffelinks. This article continues from Alex Denham’s, ‘Providing financial assistance to parents’, and is in response to a reader’s request to delve further into this little-explored theme. It focuses on what happens when circumstances change or where financial arrangements are challenged by other family members. Parents are often giving a ‘leg up’…