Monthly Newsletter/Snapshot

13/06/13: Jumping off the Currency Cart

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Why should it matter to you as an investor?

In this brief article, Dimensional's Jim Parker comments on currency speculators and just how spectacularly wrong most individual and professional investors get it. A good read. Rick Maggi.   Jumping Off the Currency Cart

02/05/13: Japan's monetary easing and global markets

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What are the implications for Australia?

Following the recent changes to Japan's monetary policy, AMP Capital's Dr Shane Oliver discusses it's implications for global share markets. Rick Maggi. Watch Now

12/04/13: Are we in for another bout of weakness?

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Olivers Insights

After a strong start to the year, share markets have had a few wobbles lately and bonds have rallied again. Sell in May and go away? Rick Maggi. Read more here

20/03/13: Running to Stand Still

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'Outside The Flags' (Jim Parker, Dimensional)

Trying to correctly time your entry point to the market is never easy. Just ask the experts. This brief article written by Jim Parker, VP of Dimensional (DFA) Australia, is another reminder of the perils of market timing. Let me know if you'd like a copy of Jim Parker's book 'Outside the Flags' - an easy, enjoyable read. Rick Maggi.  Read 'Running to Stand Still'

01/03/13: A new long-term bull market edging closer...

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...but may be somewhat constrained

This is a fascinating article from AMP Capital's Dr Shane Oliver, which suggests that the long-term 'secular bear market' which has plagued investors since the year 2000 is about to end, making way for a new longer running bull market, but with some limitations. Worth a read. Rick Maggi. Read here... Bull market getting closer

06/02/13: Shares, property, bonds or cash?

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Which way to go?

In this easy to understand article, AMP Capital's Dr Shane Oliver discusses the four investments options and their possible performance over the next few years. The second article takes a look at the current share market 'boom' and it's potential to be longer lasting than past recoveries. Rick Maggi

Shares, Property, Bonds or Cash?      Shares: How Long Can It Last?

18/12/12: Outlook for 2013.

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Olivers Insights

An excellent overview of 2012 and a refreshingly bold attempt to map out the next twelve months, by AMP Capital's Dr Shane Oliver. Take a close look at the table of investment returns and forecasts. Enjoy! Rick Maggi

Read Oliver's Insights Here        Shares in 2013 (video)

24/02/12: Low return world ten years on...

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...and what does it mean for investing?

This article, yet another from Dr Shane Oliver, will be interest to all investors, superannuation, pension and wealth accumulators alike.  Rick Maggi  Read Oliver's Insights

02/12/11: December 2011 Snapshot

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Hedging against uncertainty

This month's snapshot focuses on the impact of hedging the international component of your investment or superannuation portfolio. This is an area we've been urging our clients to consider for quite some time as the performance difference between a currency hedged international fund versus unhedged (the vast majority of Australians have unhedged funds) can be miles apart in the shorter term. Rick Maggi  December 2011 Snapshot

04/10/11: October 2011 Snapshot

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BRIC and Australia's fortunes

This snapshot steps back from the current upheaval to take a broader view of what is taking place, what it means, and why it is significant for Australian investors. Read October 2011 Snapshot

02/08/11: August 2011 Snapshot

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More on the Carbon Tax...

This August snapshot comes to grips with with the key components in the federal government's recent policy announcement on carbon tax and emissions. August 2011 Snapshot

11/05/11: 2011 Federal Budget Summary

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2011 Federal Budget

The Federal Budget has delivered little in the way of surprises with many of the measures well publicised before budget night.  The following is a two-part summary of the budget proposals - Part 1 is a basic overview and Part 2 focuses on super, taxation and social security. 2011 Federal Budget - Part 12011 Federal Budget - Part 2