Finance
How to thrive despite high inflation
12 December
The cost of living continues to rise, and many are feeling the pinch. However, there are ways to navigate and adapt to this challenging financial landscape. If you’re looking for practical solutions and workarounds to help you tackle higher...[Read More]
Investment markets and key developments – Weekly market update 06-12-2024
12 December
Despite another week of geopolitical noise with the “fall” of the French Government, a few hours of martial law in South Korea and more noise around Trump, global share markets rose helped by solid US economic data and ongoing expectations for...[Read More]
Oliver’s insights – Goldilocks stayed for 2024, but what’s in store for investors in 2025?
12 December
Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and more geopolitical threats but not as bad as feared. As in 2023, returns were...[Read More]
Investment markets and key developments – Weekly marketing update 29-11-2024
5 December
Despite lots of noise around Trump, including tariff posts, political uncertainty in France and another elevated inflation reading in the US, the combination of mostly solid US economic data, ongoing expectations for central bank rate cuts and news...[Read More]
The benefits of financial planning and personalised strategies
28 November
Financial planning is a cornerstone of financial health, helping individuals and businesses navigate the complexities of managing wealth, preparing for the future, and achieving their unique goals. Whether your aspirations are personal, such as...[Read More]
Some helpful tips to save money this Christmas
28 November
Christmas always brings with it a certain warmth and cheer, and yet these days, a lot of people are feeling the pinch financially. As Christmas approaches, people consider all the items they need to buy for friends and family. Because of the current...[Read More]
Investment markets and key developments – Weekly market update 22-11-2024
28 November
Against a backdrop of geopolitical risk and noise, high valuations for shares and an eroding equity risk premium, there is positive momentum underpinning sharemarkets for now including the “goldilocks” economic backdrop, the global bank central...[Read More]
Oliver’s insights – Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared
21 November
Key points – The economic and financial environment today is more challenging than when Trump first took over in 2017: inflation is a bit higher, the budget deficit is worse, bond yields are higher and shares are more expensive. – He also faces...[Read More]
Investment markets and key developments – Weekly market update 15-11-2024
21 November
Global share markets were weak over the last week, not helped by the ongoing rise in bond yields and a wind back in Fed rate cut expectations after some elevated US inflation data and slightly hawkish comments from Fed chair Powell. For the week...[Read More]
Strategic steps to secure a promotion: a comprehensive guide to advancing your career
14 November
Planning for a promotion at work requires a strategic approach that demonstrates your value and prepares you for increased responsibilities. Here’s a step-by-step guide to help structure a successful promotion plan: Clarify Your Promotion...[Read More]
Traveling abroad: essential dos and don’ts for a respectful and memorable journey
14 November
Travelling overseas is more than just a chance to see new places; it’s an invitation to step into worlds vastly different from our own. From Marrakech’s colourful markets to Tokyo’s bustling streets, each destination offers unique customs,...[Read More]
New thinking about the concept of being wealthy
14 November
Back in the 1960s, owning a home was synonymous with being wealthy because of the prevailing socio-economic context, including high homeownership rates, early marriage and family formation, shorter life expectancy, and memories of the Great...[Read More]
Oliver’s insights – Five ways to turn down the noise, stay focussed (and survive Trump)
14 November
Key points – A surge in financial information and opinion along with our natural inclination to focus on bad news is arguably making us worse investors: more fearful and short-term focussed. – Five ways to help manage the noise and stay...[Read More]
Investment markets and key developments – Weekly market update 08-11-2024
14 November
It was all about the US Presidential election this week. Despite concerns that the election outcome would be extremely close, the Republican victory was stronger than the polls and betting markets were suggesting into the lead up. Trump’s...[Read More]
Oliver’s insights – Donald Trump elected President of the US (again). Implications for investors and Australia
13 November
Key points – The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes and trade wars and policy uncertainty. – His win was not the surprise it was in 2016, and markets...[Read More]