Archive for the ‘Shares’ Category

The upside of a market downturn

By admin • April 14th, 2020

Most people view share market downturns as unequivocally bad events. Suddenly, hard earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating, and in the heat of the moment selling up can look like the best course of action. The alternative view But on the opposite side […]

What are the different types of investment styles?

By admin • July 2nd, 2019

Share fund managers generally adopt a particular investment style and different investment styles can perform well in different market environments. So, what is the best investment style for the current environment? This isn’t an easy question to answer and the process is complicated by the ever-expanding range of investment styles. Some of the key investment […]

An illustration of the need to diversify

By admin • July 2nd, 2019

Schroders produces a wall poster each year that shows the relative performance of all asset classes from the past 20 years. It’s one of the most popular items we provide to clients because it serves as a stark reminder of the role diversification plays in portfolio construction. This year’s table is ever more striking, given […]

Lessons from the GFC – 10+years on

By admin • July 2nd, 2019

It’s been more than a decade since the market crash known as the Global Financial Crisis (GFC) rocked the investment world. At the time investors could only watch in disbelief as 50 per cent was wiped off the value of their shares. Arguably, the actions those investors took are still reverberating today. Which begs the […]

How the yield curve can affect you

By admin • June 28th, 2019

US Interest rates have been making headlines in recent months, but do they really matter to Australian investors? The short answer is they do, a lot. Changes in US interest rate settings have made a big impact on investment returns from bonds and shares over the past year, while uncertainty about the future direction of […]

Different ways to invest in shares

By admin • January 31st, 2017

Media headlines focus more on share market drops than rises, but wherever there is a weakness there is usually an opportunity lying in wait. High quality companies are available at excellent value if you know where to look, but if you’re not sure how to take advantage of these opportunities, we’ve outlined three ways to invest […]

Seven habits of highly effective investors

By admin • December 8th, 2016

If you’re feeling a little bombarded by news about the US and Australian elections, Brexit fallout, RBA interest rate cuts, anaemic global growth—you’re not alone. In a low-return, high-volatility world, many people are asking, ‘How can I protect my investments in this environment?’ By: Russell Investments Unless you’re a day-trader or speculator, watching the market […]

The power of “average”

By admin • November 29th, 2016

When financial markets experience volatility, many investors obviously worry; but what are the real effects of a “volatile market”? If you are a long-term investor, with a timeframe of five years or more, you cannot afford to overlook the benefits of growth investments such as shares or property. As an astute investor you will be […]

The role of franking credits

By admin • September 23rd, 2016

It’s obvious that investors select investments based on the rate of return they can earn on their funds. For share investments, the rate of return has two components: 1. Sell the share for gain – assume you purchase 100 shares $20 each. If you later sold the shares for $40 each you have made a […]

The 9 golden rules of investing

By admin • June 2nd, 2016

While markets are performing well it’s easy to sit back and watch investments rise in value. However what happens when the markets are not performing so well and uncertainty abounds? In such periods, it’s easy to lose your nerve – so how do experienced investors handle this? Here are nine tips: 1. RECOGNISE THE CYCLE: […]

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