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3 July 2024
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The wave of liquidity that flooded markets in 2020 in the wake of the COVID-19 crisis set new records. What followed was the most aggressive tightening cycle since the early 1980s, with 2022 heralding in a new world order, and markets and some sectors started rhyming with outcomes akin to the Global Financial Crisis (GFC) and dot-com bubble. For the first time since 1994 both bond and equity markets were down.
Huge hits were felt across the tech sector and more broadly across US and UK equities, to name a few. However, Australian equities, as represented by the S&P/ASX 200 was one of the best performing asset classes in 2022 thanks to a Q4 resources rally and higher ‘value’ exposure relative to other country equity benchmarks. The S&P/ASX 200 was down 1.08% over the year. The best performing sector was energy up 49.0% and the worst performing was information technology which fell 33.7% over the year. In terms of size, large caps significantly outperformed small caps and were up 1.89% for the year compared to midcaps which fell 6.3% and small caps down 18.3%.
According to the 2022 VanEck Australian Investor Survey, Australian equities is going to be the go-to investment destination in 2023 with 70% of respondents planning to invest.
For investors, the question is which sectors should be considered for 2023.
Download the full paper
Hi all, The link to download the whitepaper has been fixed now.
Hi All Has anyone managed to download the full article? It's not happening for me. Cheers J
Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.
We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
Australian consumers have held up remarkably well amid rising interest rates and inflation. Yet, there are increasing signs that this is turning, and the weakness in consumer spending may last years, not months.
The nine lessons include there is always a cycle, the crowd gets it wrong at extremes, what you pay for an investment matters a lot, markets don’t learn, and you need to know yourself to be a good investor.
It's that time of year when investors sell underperforming stocks at a loss to offset capital gains from profitable investments. This tax-loss selling is creating opportunities in three quality ASX stocks.
Across the globe, leaders are concerned about the fallout from declining birth rates and shrinking populations. Australia, though attractive to migrants, mirrors global birth rate declines, and faces its own challenges.
Australians are paying almost two billion dollars in credit and debit card fees each year and the RBA wil now probe the whole payment system. What changes are needed to ensure the system is fair and transparent?
Many Australians neglect key retirement planning tools. Investment bonds are increasingly valuable as they facilitate intergenerational wealth transfer and offer strategic tax advantages, thereby enhancing financial security.