Understanding market volatility
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like …
Three reasons to err on the side of optimism as an investor
Introduction The “news” as presented to us has always had a negative bend, but one could be forgiven for thinking that it’s become even more …
The importance of rebalancing
Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your starting point In …
Super fund performance and unlisted assets
Differences in the returns of various super funds have primarily been driven by whether the funds are invested in unlisted or listed assets. Super fund …
Should you fix your home loan?
Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty over long term financial …
Seven key charts for investors to keep an eye on
Introduction At the start of this year, we thought shares would have reasonable returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, …
Factor Investing explained
Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand what really matters for your …
Economic update
October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely to remain high for longer than …
5 ways to do more with less money in your relationship
We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic …
Boosting confidence in retirement
Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much …