Entries by Digilari

Newsletter – 12th Apr 2019

Dear Sir/Madam, This year is passing us by too quickly and Easter is upon us again! Last Friday, the TWM staff had their annual flu shots, as there are no sick days allowed in this office!! Rod would like to recommend to any of clients to go see Phuong from Priceline Pharmacy at Riverlink for […]

“Millennial socialism” and the swing of the political pendulum back to the left – what it means for investors

Key points Growing support for higher taxes on the rich and greater government intervention in the economy suggest median voters have shifted to the left. Support for economic rationalist policies has fallen. The risk is that the shift away from economic rationalist policies to greater intervention will contribute to constrained medium-term investment returns. Introduction When […]

Newsletter – 15th Mar 2019

Dear Sir/Madam, We are a little busy this month, hence the tardiness of our newsletter! Rod wanted to start this newsletter off with his market update: Over the last 6 months markets have experienced extreme volatility which some of you may have noticed if you have been checking your account balance. The last 3 months […]

Empowering women to own their finances

Money is still a taboo topic of conversation. Although we live in a world where our lives are digital and readily shared, talking about money is still off limits. But it shouldn’t be because having a keen grasp on personal finances is crucial. On average, women earn 18.2% less than men for the same job. […]

Australia slides into a “per capita recession”

Key points Australian growth slowed even more in the December quarter. Growth may bounce back a bit this year, but the housing downturn will likely constrain it to around 2- 2.5%. As a result, unemployment is likely to drift up and wages growth and inflation remain lower for longer. The RBA is on track to […]

Newsletter – 7th Feb 2019

Dear Sir/Madam,   Happy (belated) New Year to all of our clients! The office is well and truly back into the swing of things after a relaxing holiday break with our families over the Christmas period. To celebrate another year, we enjoyed a lovely afternoon watching the horses. As mentioned in one of our previous […]

Australian housing downturn Q&A – how bad will it get?

Key points Australian home prices are likely to fall another 5-10% this year driven by a further 15% or so fall in Sydney & Melbourne. Tight credit, rising supply and falling price expectations are the main negatives. Uncertainty around the impact of possible tax changes is likely also impacting investor demand. The housing downturn will […]

The 2018 year in review: a confident start but a volatile finish

John Owen, Portfolio Specialist, NAB Asset Management A challenging year for investors, with rising uncertainty Markets began the year with considerable optimism. The global economy was performing well, underpinned by strong growth in the US and China and evidence of recovery in Europe and Japan, while President Trump’s corporate and personal tax cut reforms helped […]