Posts Tagged ‘investment markets’
Navigating Market Momentum
Recent market trends driven by short-term momentum have tested fundamental investors, but patient strategies focusing on business earnings are beginning to see a turnaround. This update explains how market liquidity affects small-cap investing and why maintaining a three-year view remains essential for clients. Navigating Momentum and Liquidity Markets have recently rewarded popular momentum trends, leaving…
Read MoreCGT Changes in Australia: What Investors Need to Know
Australia’s investment landscape is changing. From 1 July 2027, changes to capital gains tax (CGT) and negative gearing will change the way some investors approach property and other investments. These changes give investors a good reason to review their investment strategy and consider whether their current approach still supports their long-term financial goals. What is…
Read MoreA Year in Review: What the Past 12 Months Taught Investors
As the financial year draws to a close, it’s easy to focus on numbers – returns, balances, and contributions. But often, the most valuable insights don’t come from the numbers themselves. They come from what the past 12 months has shown us about behaviour, decisions, and how people respond to uncertainty. 1. Markets Don’t Move…
Read MoreWhy Investment Diversification Matters: How to Build a More Resilient Portfolio
Investment diversification is one of the most important principles in building long-term wealth. Understanding why investment diversification matters can help you create a more resilient portfolio. However, it of often misunderstood of overlooked. Many investors focus on choosing the “best” investment. In reality, how your investments work together is just as important. This is where…
Read MoreRisk vs Return Explained Simply: A Guide for Investors
Understanding risk vs return is one of the most important parts of investing. However, it is often misunderstood. Many investors either take on too much risk without realising it or avoid risk altogether. As a result, they may not achieve their long-term goals. They key is not to avoid risk – but to understand it.…
Read MoreInvesting During Market Volatility: What You Should (and Shouldn’t) Do
Understand investing during market volatility with practical tips to manage risk, stay invested, and make confident long-term investment decisions.
Read MoreTaming the Australian Share market: How Equal Weights, Factors and Structure Can Help Everyday Investors
For many Australian investors, broad index funds and familiar blue‑chip shares are the backbone of their portfolios. It’s easy to see why—these options are low‑cost, simple to understand and offer quick exposure to a wide range of local companies. But the Australian sharemarket has some unique quirks. Many investors don’t realise just how much of…
Read MoreThe Silver Rule of Investing
The Silver Rule of Investing helps you avoid unnecessary risks and protect your capital for long-term success.
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