There has been a small adjustment to the risk free rate used in the table below. This is the threshold between the Fully Priced valuation and the Overpriced band and is consistent with the average return available on a 5 year term deposit form the...
Pleasingly there has been a reasonably sustained rally in most asset classes over the last couple of months, and this is reflected in somewhat reduced long term return expectations. Importantly, in Australian Equities the Financials sector has participated in this move, compared with the recent...
The reverberations experienced following the Brexit vote have largely given way to reasonably solid rallies in most investment markets around the world. Some are describing these as temporary relief rallies, while others think the initial moves were an over-reaction, particularly for those of us on the other side...
On the 3rd of May, federal treasurer Scott Morrison put forward a number of proposed changes, mainly around contributions to superannuation and taxation. Here’s a brief roundup of what the proposals regarding superannuation could mean for you. Remember, proposals are not set in stone and...
Our share market has been a robust performer of late, managing to put behind it the precipitous declines that spooked other investors at the start of the year. The ASX200 is now in positive territory for 2016 to the tune of 3% (including dividends), and has in...
The March quarter was,to borrow a football analogy,a game of two halves.In our January commentary we addressed some of the concerns in the market about the spike in volatility,and pleasingly many of these have abated significantly in the latter half of February and through March.The...