News & Resources

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.

This edition we cover Economic outlook, how to manage anchoring bias, Investment strategies for your super, Self-employment risks, and age longevity risks.

The coronavirus outbreak is just another of a long list of worries. Five ways to help manage the noise and turn down the worry.

Shares are at risk of a short-term correction or consolidation after a strong run over the last year and with sentiment now very bullish. However, this year should still see good returns for investors as global growth edges up and interest rates remain low. > Five key global charts to watch are: global business conditions PMIs; global inflation; the US yield curve; the US dollar; and global trade growth. > So far so good, with PMIs improving a bit, inflation remaining low, the yield curve steepening, the $US showing signs of topping and the US/China trade truce auguring well for some pick up in world trade growth.

2019 saw growth slow, recession fears increase and the US trade wars ramp up, but solid investment returns as monetary policy eased, bond yields fell and demand for unlisted assets remained strong. 2020 is likely to see global growth pick up with monetary policy remaining easy. Expect the RBA to cut the cash rate to 0.25% and to undertake quantitative easing. Against this backdrop, share markets are likely to see reasonable but more constrained & volatile returns, and bond yields are likely to back up resulting in good but more modest returns from a diversified mix of assets. The main things to keep an eye on are: the trade wars; the US election; global growth; Chinese growth; and fiscal versus monetary stimulus in Australia.

Brought to you by your Financial Planner Brown and Bird Financial Planning an Authorised Representative of Lonsdale Financial Group Limited.

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

Social media could influence us to spend impulsively.

The past 10 years have seen pretty good returns for well diversified investors. The median balanced growth superannuation fund returned 7.3% pa over the five years to July and 8.2% pa over 10 years and that’s after fees and taxes.

Australian economic growth has slowed to the weakest since the GFC. Talk of recession remains all the rage. And economists don’t have a great track record in predicting recessions globally