Investment Outlook: May 2020
While the COVID-19 crisis is far from over, it appears we are entering a new phase as governments around the world look to ease the stifling restrictions that have been placed on their economies. There…
Client Update: Loan Repayments
The global health crisis has impacted economies around the world. In response to this, our Federal and State Governments has announced stimulus measures to assist individuals, families and businesses throughout the crisis. Major banks and…
Investment Update: Navigating COVID-19
In the last few months, we have watched financial markets fall as the global economy responds to the COVID-19 health emergency. Share markets both here, and the US, have fallen by approximately 30%, which has…
Investment Outlook: Autumn 2020
As the COVID-19 outbreak continues to dominate headlines, investors are forced to grapple with a new normal amid social distancing and self-quarantine recommendations. We know this is an extremely difficult time for many clients and…
Investment Watch: March 2020
After an impressive run from 1 January 2019 to 21 February 2020 that saw the ASX 200 (including dividends) up 32%, investors finally got the wobbles. The market since erased all of its gains this…
Investment Watch: February 2020
A strong finish to 2019 saw the ASX 200 Accumulation Index up 23%. Growing confidence in the outlook for the economy and a strong bounce back in house prices lifted investor appetite for domestic equities.…
Investment Watch: Summer 2020
US earnings growth is beginning to rise again. This explains why the US market is looking a little bit better than was expected as we head into 2020. Estimates of market earnings are key inputs…
Vacant land deduction changes
Legislation that passed through Parliament last month prevents taxpayers from claiming a deduction for expenses incurred for holding vacant land. The amendments are not only retrospective but go beyond purely vacant land. Previously, if you…
Investment Watch: November
The way the Communist Party of China sees the world is in terms of historical progress outlined first in Marx and second in Lenin (see Morgans recent article “How the US China trade war caused…
Investment Watch: October
The new financial year has started on a reasonable footing supported by monetary policy (reduction in the official cash rate) and fiscal expansion (tax cuts and rebates). A pick-up in consumer confidence and PMI points…
