In times of market volatility, it’s useful to remember a few grounding investment principles that can get you through the good and the not-so-good. The best thing investors can do when markets are volatile is to stay invested. Of course, that’s often easier said than done, especially when market commentators point to a market correction…
We are humbled, extraordinarily grateful and thrilled to have been nominated as finalists for multiple awards in the 21/22 GPS Wealth Awards. The categories were: Practice of the Year – The award acknowledges the individual’s professionalism, contribution to GPS Wealth and the industry, and demonstration of outstanding excellence, thus reflecting their drive to be the…
The attached note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format. The key points are as follows: Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Wages growth is likely to pick up to 3% this year. A Russian…
The attached note takes a look at the continuing surge in global inflation pressures, notably in the US. The key points are as follows: Inflation is placing increasing pressure on major central banks to remove monetary stimulus. The Fed is likely to start raising rates in March and we continue to see the RBA starting…
Given wealthy people try never to sell property, the proposal by the ALP to change negative gearing and CGT is a highly inefficient tax in its equity and fairness, although simple with many unintended consequences. So what were Labours simple policies from 1/1/2020 Negative gearing limited to newly built housing CGT for assets held longer…
Top Performing Superannuation Funds in Australia – Guess who outperforms again over 1, 3 and 5 years Once again, following the start of a new financial year, we have been working hard behind the scenes to gather all of the data to compare the Top Performing Superannuation Fund Returns in Australia for the 30th of June…
The attached note looks at the gradual shift towards the exits from ultra-easy monetary policy by major central banks and the implications for investment markets. The key points are as follows: The gradual shift of central banks including the Fed and RBA towards an exit from monetary easing has caused some volatility in investment markets.…
With shares coming up to the one year anniversary of their pandemic lockdown driven lows on 23rd March 2020, the attached note takes a look at where we are in the cyclical bull market in shares and the broader investment. The key points are as follows: The history of cyclical bull markets in shares suggests…
The attached note provides a review of 2020 in terms of what it meant for economies and investors and takes a look at the outlook for 2021. The key points are as follows: 2020 was dominated by the coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism –…
The attached note covers the main questions investors have in a simple Q&A format. The key points are as follows: Share markets often lead economic recoveries so the current apparent disconnect is not that unusual. Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would…