Financial advice and superannuation have been closely examined in the ongoing Financial Services Royal Commission. Clients and their concerns have been heard through this process, and it’s important that as an industry we learn from what we hear. The Commissioner will submit his final report to the government by 1 February 2019. We’ve fully cooperated […]
Key points The key lessons for investors from the Global Financial Crisis (GFC) are that: there is always a cycle; while each cycle is different, markets are pushed to extremes of valuation and sentiment; high returns come with higher risk; be sceptical of financial engineering or hard-to-understand products; avoid too much gearing or gearing of […]
Dear Sir/Madam, In office news, Monica is still slowly recovering from her recent surgery and whilst not back in the office just yet, she is working a few hours from home. We survived our 25km walk on Sunday 19th August, finishing it in just on 5 hours! We copped a strong headwind walking along the […]
Key points The Australian economy grew solidly over the last year. While recession remains very unlikely, the combination of a slowing housing cycle, constraints on consumer spending and still subdued business investment will likely see growth slow going forward to around 2.5-3%. As a result, spare capacity is likely to remain significant, keeping wages growth […]
Now that the government has tightened up the amount of money you can get into super via concessionally-taxed contributions, fresh strategies are called for to ensure you’re well-positioned for retirement. When you strike out on your own, making regular super contributions can be difficult to justify – especially when retirement is seemingly such a long […]
Bob Cunneen Senior Economist & Portfolio Specialist The calendar year is coming to a close but some markets are struggling to make the finish line in good shape. We’re in a twilight zone where Trump, trade wars and countries like China and Turkey could present risks to Australian investors over coming months. These are important […]
The fifth round of Royal Commission public hearings was held Monday 6 August to Friday 17 August 2018. The Royal Commission is playing an important role in demonstrating that our industry hasn’t always done the right thing by customers. We have engaged openly and transparently with the Royal Commission. We have listened closely to the […]
Dear Sir/Madam, In office news, Rod has returned to work following his hip operation at the end of June. However, Monica is now away on leave following her recent surgery. She is recovering well and will be back on deck in a couple of weeks. We had a successful Trivia Night in late July to […]
Take a visual tour of markets during the 2017-2018 financial year – a good year for investors despite rising trade tensions. Download PDF version SOURCE: https://www.mlc.com.au/personal/blog/2018/07/infographic_2017-20
Key points So far President Trump has been positive for share markets but this year the focus is increasingly shifting to populist policies with greater risk for investors. The key risks to keep an eye on in this regard relate to trade conflict and the expanding US budget deficit, although the latter is more a […]
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