News & Resources

In a world where deflation is a greater risk, there are assets that have, historically, done well in this kind of scenario. The major one is government bonds. It is important to note as well that the return on any investment you hold will, hopefully, keep up with any rises in your standard of living costs.

The past financial year was poor for investors as coronavirus knocked economies into what is likely to be their biggest hit since the 1930s. Shares were hit hard, but the blow was softened by a strong rebound in the June quarter. This note reviews the last financial year and takes a look at the outlook.

The strong rally in shares since their March lows reflects a combination of economic reopening, signs of recovery, policy stimulus and once pessimistic investors closing underweight or short positions.

Australia has performed better than many countries in “controlling” coronavirus, it has a stronger economic policy response & its major trading partner is 2-3 mths ahead of the rest of the world into economic recovery

After a strong rally, in the short-term shares are vulnerable to bleak economic and earnings news.

The coronavirus crisis is first and foremost a human crisis and my thoughts are particularly with those on the front line of this battle.

While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets and bond yields.

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.