The residential housing bubble to cause a recession?
It happened in the US, Spain and Ireland, too - a bursting of the residential...
19 October, 2015
Blog
September Market Commentary
All other things being equal, lower prices lead to higher future expected returns. That is clearly reflected below in the relative movements since our last update. As the price action was generally weaker across the board we have not made any adjustments to the respective...
16 October, 2015
Selective Amnesia
I had an interesting meeting the other day with some new clients. We previously had spoken on the phone a few years back when they were considering seeking advice. I had kept a file note of this discussion which I reviewed before getting together with...
15 October, 2015
July Market Commentary
Relativities between asset classes have remained stable over the past month. We now see the outlook for the Financials sector as broadly in line with the overall Australian Equities, whereas previously it had been lower due to rising share prices. Any further weakness in Financials...
22 August, 2015
Are you losing interest?
With bank rates at an all-time low, what are your alternatives to generate income? Reuben Zelwer CFP® is a Financial Planner with more than 15 years' experience in helping clients establish and manage portfolios which meet their dual objectives of providing income and long term capital...
21 August, 2015
June Market Commentary
A result of the recent short term volatility and overall declines in major indices around the world are better valuations and hence improved forecast returns from these lower prices. Overall the shifts have been largely proportional relative to other asset classes. We are unfortunately in one...
14 July, 2015