Investing and Markets
Navigating Market Volatility with Perspective
Navigating Market Volatility with Perspective: If you’ve been investing for more than a minute, you’ve heard the phrase “the markets are volatile” more times than you can count. And right now? They are again. But here’s the thing—this isn’t new. It’s the same, but different. Market volatility is as old as the markets themselves. Wars,…
Read MoreHow to stay on top of your tax even when markets move
It’s important to understand the tax implications of your investments especially when markets move up and down. Our five step end of financial year checklist will help keep you on top of your tax for 2024-25. As the 2024-25 financial year draws to a close, it’s important to understand the tax implications of your investments.…
Read MoreThe questions you should ask your private credit fund
Private credit is increasingly popular with investors but do you really understand what you’re buying? A boom in private credit demand as investors chase higher yields and portfolio diversification is raising concerns around how asset managers are handling valuations, fees and transparency. The fast growing Australian private credit market is estimated to be worth some…
Read MoreASX reporting season: Look for earnings quality and strategic clarity
Earnings season is coming up for ASX investors. Following is what to look for… Companies face sustained pressure from high rates • JB HiFi and Wesfarmers’ Kmart focus points. ASX-listed companies will reveal their half year results in the coming weeks – and investors should be looking for high quality earnings and consistent…
Read MoreSeven secret financial habits of wealthy Australians you can copy
Ever wondered how the wealthy manage their money and what they do differently from the average Australian? New research* from Colonial First State (CFS) has uncovered seven secret financial habits that will help you build wealth. How do well off Australians create and maintain their wealth? From CFS’ research* over the past two years, there…
Read MoreCan a few extra dollars really make a difference?
Extra payments into super, no matter how tiny, can do a lot for your balance. It doesn’t have to be a regular amount or a big lump sum to make a difference. More bang for your buck Putting money away for spending in 10, 20 or 30 years’ time is a lot to ask. But…
Read MoreFinancial strategies for women over 50
Many women in their 50s are asking themselves: “How do I prepare for retirement without financial stress? Can I reduce my working hours or transition to a new career without jeopardising my future?” If you’re wondering the same, you’re not alone. The good news is that with the right strategy and advice, you can build…
Read MoreAs value outperforms again, is your portfolio ready?
As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over the past six months is an important reminder for investors to reassess their portfolio allocations. Value stocks, which typically trade at a discount to their…
Read MoreWhat is a distribution?
What is a distribution? A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund investments (like shares) are sold. So in short, a distribution is profit or income made by a fund and paid to…
Read MoreNine bad habits of ineffective investors:
Common mistakes investors make Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that prevent them from reaching their financial goals. This note examines the nine most common mistakes. Mistake #1 Crowd support indicates a sure thing “I will tell you how to become rich…Be fearful when others…
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