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…
