A rebound in prices during October was relatively widespread in investment markets around the world, which has the effect of reducing future expected returns. Though as can clearly be seen, we remain of the long term view that there is significant value available and as...
It happened in the US, Spain and Ireland, too - a bursting of the residential...
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...
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...
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...
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...