Generally some modest moves higher across the equities asset classes depicted below. The impact from the RBA cutting cash rates to 2.5% in early August has not yet shown up in longer dated term deposit rates, hence our risk free threshold remains at 4.4%. We...
The fall in the Australian dollar has made overseas travel more expensive for globe-trotting Aussies and will increase the cost of imported goods, but it provides a much needed boost for the non-mining sectors of the economy. After hitting its most recent peak in April...
[titled_box title="Financial markets over the past month" variation="black"]Lower index levels mean slightly increased forecast returns, though the relativities between the asset classes depicted below remain unchanged.[/titled_box] [fancy_images width="602" height="312"] [image caption="Click the image above to view in more detail."]http://www.adaptwealth.com.au/adaptwp/wp-content/uploads/2013/07/june.png[/image] [/fancy_images] Political and Economic Commentary We start the June Monthly Commentary...
The relativities between the major asset classes depicted below is largely unchanged, notwithstanding that some strength in Australian Equities has pushed the valuation just into the bottom end of our Fair Value range. In International Equities the stark outlook between Fully Priced Developed Markets where...
14 May 2013 Much like in 2012, the Federal Budget only contained few surprises as many of the measures had already been legislated or pre-announced. The Federal Budget Analysis prepared by GWMAS trading as MLC Technical appears below. Summary The Medicare levy will increase by 0.5% to 2% pa from...
The AFL season has started again and the traditional rivals are back at it. Collingwood versus Carlton, Hawthorn against Geelong, Adelaide eying off Port Adelaide and of course West Coast opposing Fremantle. Another great rivalry that has occupied the hearts and minds of investors is Shares...