Investor sentiment was mixed Global shares were down -0.4% and were up 4.3% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (up 0.1%) driven by coronavirus concerns over the impact on China. Domestically, Australian shares outperformed international markets rising 5% during January. This was driven by strong performance in the Health Care…

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Release date 14th Feb 2020 • Since late December 2019 a new coronavirus strain, the 2019-nCov virus, began to emerge from Wuhan, China. • The outbreak has been predominantly focused in China with a total of 20,624 confirmed cases and 427 deaths reported, but the number is growing each day. • Outside of China there…

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Risk assets rose Global shares were up 2.3% and were down -0.9% in hedged and unhedged terms, respectively. Emerging markets enjoyed strong relative performance (up 3.4%). Domestically, Australian shares underperformed international markets falling -2.2% during December. This was driven by rising bond yields as well as stock-specific factors. The former saw rate exposed sectors such…

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New year is a great time for making lifestyle changes, however, for resolutions affecting your financial health, there’s often no better time to look at your financial health than when starting a new job. Along with changes to your daily routine, a new job can help you put in place positive changes for your finances…

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Risk assets rose Global shares were up 3.2% and 4.7% in hedged and unhedged terms, respectively. Domestically, Australian shares underperformed international markets rising 3.3% during November. This was driven by a combination of positive earnings outlooks at AGM season by the likes of A2 Milk. An offsetting factor was the performance of the banking sector…

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Risk assets rose Global shares were up 1.8% and 0.4% in hedged and unhedged terms, respectively. Domestically, Australian shares underperformed international markets falling -0.4% during October. This was driven by a combination of falling iron ore prices hurting mining giants such as Rio Tinto and disappointing quarterly updates impacting the major banks. The Australian dollar…

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Here are four ways to try boost your income. Are you asset rich but cash poor? You’re not alone. Data from the Australian Bureau of Statistics shows that almost one-third of older Australians in low-income households were asset rich but cash poor.[1] Most of their wealth was tied up in illiquid assets, in particular their…

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Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets in the event that you need to pay compensation. Lawsuits Lawsuits can arise for a…

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Risk assets faltered • The rally from December resumed with most equity markets up for the month. • Global shares were up 2.3% and 2% in hedged and unhedged terms, respectively. • Domestically, Australian shares underperformed international markets this month with 1.8% performance in September. • Bellamy’s Australia (ASX: BLA) benefitted from a takeover bid…

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leading advice sydney financial planners

Having an appropriate financial plan in place covers more than just investments and insurance. The same goes for a financial adviser – there are some you will just click with, who can help improve your financial future. Keep on track Over the long term, investment markets tend to fluctuate. This can be difficult for some…

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