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Market Wrap

By Katrina Haskew | 15 Feb 2021

Vaccination rollouts en masse Global shares fell 0.8% and 0.4% in hedged and unhedged terms, respectively. Global equities were influenced in part by volatility in US markets. Sizeable retail-initiated positioning in certain small stocks triggered de-leveraging (selling positions) by investors…

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Staying cyber safe this year

By Katrina Haskew | 15 Feb 2021

With the increased activity online – be it due to working from home, home schooling, or simply because we have found a great availability of engaging and interesting content and streaming services, we are online a lot more and need…

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The financial impact of a furry friend

By Katrina Haskew | 14 Dec 2020

There are over 29 million pets in Australia with approximately 61% of households owning one of these 29 million pets. Of that 61%, most are dog owners at 40%, followed by cat owners at 27%. In 2019, over 60% of…

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Market Wrap

By Katrina Haskew | 14 Dec 2020

Vaccine hopes surged Global shares rose 7.7% and 12.2% in hedged and unhedged terms, respectively. Global equities were led on the upside by European equities with the German market up 15% and the French rising 20.1%, both in local currency…

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The value of having a financial adviser

By Katrina Haskew | 18 Nov 2020

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 you will feel comfortable opening up to and working…

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Market Wrap

By Katrina Haskew | 17 Nov 2020

Pandemic concerns reappear… Global shares fell -3.2% and -1.1% in hedged and unhedged terms, respectively. Global equities were led on the downside by both US and European equities with the German market down over -9.4%. Emerging markets rose 4.2% during…

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