It’s not uncommon for business owners to take short, irregular holidays because they don’t have the support to keep their business running without them for a longer break. Aside from taking time off for leisure, have you considered what would happen if you were forced to...
Ahead of the updated forecasts and comments on each of the asset classes that will follow, we will revisit several of the elements that comprise our long term expected returns....
Many of our readers are familiar with the expression "past returns are not indicative of future returns". It is the standard text that comes with any advertisement or research for share market based investments. NB You will never hear this statement from your local real...
Performance in the A-REIT sector has been very strong over the last year, though this only brings our valuation assessment to the upper Fair Value range. In part this is due to the falling yields that we mentioned earlier, which are in turn reflected in...
Notwithstanding the year end move, the valuation on Australian Equities continues to look attractive, and within that asset class the highest forecast returns are for Resources and Small Ordinaries. However we should note that both of these sectors are quite volatile. We continue to favour...
It is worth noting again the divergence within International Equities. For Developed Markets we have the United States in the upper part of the Fully Priced range with relatively low commensurate returns, and most of Europe in the Cheap valuation band, though not without some...