1st July 2022 It is a brand new month, quarter and fiscal year, and we will just have to wait and see if (for markets and the economy) it is indeed a new beginning or much of the same. Today also marks the 30th anniversary of the introduction of compulsory super and the Superannuation Guarantee (SG). Initially set [...]

17th June 2022 As no doubt you will be aware, there have been significant declines on the US share markets over the last week and again last night, leading to substantial declines on the ASX. The US market index (S&P500) is now down -23.5% so far this year, and the NASDAQ is down more than 30%, meaning they are now [...]

3rd June 2022 Those tasked with running the world's economies right now are having quite a time of it. Inflation, interest rates, property markets, unemployment, war, and lockdowns are indeed quite a line-up! Gaining clarity and a sage perspective on the topic(s) is not always easy to come by, which is why we jumped at a recent invitation [...]

20th May 2022 It's election eve, and this week the coalition found a new policy to give their campaign some last-minute momentum. It is, of course, Mr Morrison's 'it's your money' scheme which would allow first home buyers to withdraw 40 per cent of their super up to a maximum of $50,000 to put towards the purchase of [...]

6th May 2022 'Tis the season to be voting', and we are often asked which side of politics has been better for investors - left or right? In the words of any good economist, the answer is - it depends. In Australia, global trends tend to dominate the direction of local capital markets and economic conditions. Still, the [...]

22nd April 2022 This year’s Anzac Day will mark the first unrestricted marches, dawn services and reunions since the start of the pandemic. Together (and in-person), old, young and new Australians will remember the price we pay for living in a free and peaceful society. On this day, we remember the servicemen and women who risk and, at times, sacrifice [...]

8th April 2022 A quarter of 2022 has passed us by in the blink of an eye, bringing a Federal Election with it. An event usually left for mid-year it was brought forward by a government looking to lay out its vision before a pivotal May vote. The headline grabber was cost-of-living relief in a budget centred around more spending [...]

25th March 2022 The undeniable theme for equity markets at present is 'energy and then all the rest'! Energy is one of two S&P 500 sectors showing a gain for 2022, up 37%—the benchmark as a whole is down around 5%—and home to more than half of the index's 25 best performers. As for 'the rest', equities remain weak in [...]