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27 June 2022
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Distracted by inflation and Ukraine worries, the market is overlooking that the US midterm elections due on 8 November 2022 usually impact equities. As US markets affect all others, what are the implications?
In the 11th year of a bull market, near the end of the cycle, some type of correction is likely. Underneath is solid, healthy and underpinned by strong earnings growth, but there's less room for mistakes.
We use weather forecasts to inform our planning but they do not entirely drive decision making. The same should happen with investment outlooks. A globally diversified portfolio will serve best in unpredictable times.
As business fundamentals improve, the earnings recovery takes over as the primary driver of shareholder returns. The equity market is supported by its real earnings even with the inevitable share price falls.
Heavy consumer spending, rising commodity prices and government deficits point to rising inflation. Given the risk in long-term fixed rate exposure, where else can bond exposure help generate income?
Buoyed by Australia’s response and emergence from the pandemic and recession, the negative short‑term economic costs and disruption do not detract from the longer‑term positive case for Australian equities.
The next phase of recovery depends on immunity to COVID and reduced consumer reluctance to engage in normal economic activities. What are the various scenarios and how do they influence a balanced portfolio?
Dr John Hewson sees a strong potential for a US recession in 2020. Forecasting markets can be a graveyard, but global growth of the last decade has been paid for by borrowings and QE. When is payback time?
One of Australia's senior economists expects local cash rates to remain unchanged through 2019 and 2020, and consumer spending looks weak. By 2020, US growth may be down below 2%.
A monthly survey carried out for almost a decade shows the Australian retail market has turned suddenly bearish recently. Lots of factors are worrying people.
Market risks are skewed to the downside for the next 12 to 18 months, and if the Federal Reserve is forced to counter inflation, a 30% broad-based correction in equity markets is a possibility.
Shorting has implications not only for those looking to sell to profit from price falls. It can create both opportunities and challenges and all investors should watch the short volume.
With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?
A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.
Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.
At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.
The Transfer Balance Cap limits the tax concessions available in super pension funds, removing the need for large, compulsory drawdowns. Plus there are no requirements to draw money out of an accumulation fund.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.