Posts by Katrina Haskew
Market Wrap
March 2020 Flight to safety globally Global shares fell -8.5% and -4.9% in hedged and unhedged terms, respectively. Emerging markets were relative outperformers (only down -1.6%) with COVID-19 (a.k.a. coronavirus) outbreaks outside of China and their economic impact a driving concern for global share markets. Domestically, Australian shares underperformed international markets falling -7.7% in February.…
Read MoreDo you have more than one super account?
Did you know there is over 10[1] million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up $20.8[2] billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down.…
Read MoreSmall steps to great success
If you want to get ahead, financially, it’s necessary to take some steps to get there. It may seem daunting and overwhelming but like anything, if you have a professional guiding you along the way, small steps can lead to something great. Step 1: Seek advice It’s hard to achieve great success without a team…
Read MoreChanges to income protection insurance
What is income protection? Also known as ‘salary continuance insurance’ or ‘disability income insurance’, income protection provides a portion of your income, for example 75% of your annual salary, if you are unable to work due to injury or sickness for a certain period of time. You need to advise your annual salary when you…
Read MoreForty and fabulous
If you are in your 40s and feeling like your financial fitness could do with an overhaul, then make 2020 the year to do it! These days your 40s is mid-life, given the average age expectancy for men is 84.7 years and for women it is 87.3 years1. Rather than have a mid-life crisis and…
Read MoreMarket Wrap
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…
Read MoreCoronavirus outbreak and the economic impact
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…
Read MoreMarket Wrap
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…
Read MoreNew Year, New Job – What’s your resolutions?
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…
Read MoreMarket Wrap
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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