Monthly Financial Markets Update – April 2016
Welcome to our April monthly market update. Positioning Despite the recent rally in equity prices off their mid-February lows, the local equity market faces a number of headwinds from lower commodity...
View ArticleBonds and interest rates: if rates go up, must bond value go down?
Investors commonly take the view that bonds are not a good investment in an environment where the central bank is expected to increase interest rates, but the decision may not always be that simple....
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How ‘trendy’ is your investment strategy?
We all want to understand the latest trends, particularly when it comes to investment opportunities and strategies – but is it worthwhile jumping on the bandwagon? Trend-following is an investment...
View ArticleMonthly Financial Markets Update – May 2016
Welcome to our May monthly market update. Positioning Recovery in equity prices has continued into April, primarily to the bounce in commodity prices and supportive central banks. However in most of...
View ArticleYour asset allocation guide – May 2016
Political events create uncertainty: active investing favoured In April we have moved from an underweight position in Australian equities to a neutral holding. The Australian equity market appears...
View ArticleInvestment strategy: Asset-backed securities
An asset-backed security is a generic term used to describe a security (usually a fixed income instrument such as a bond) which is backed by a pre-determined pool of underlying financial assets. The...
View ArticleNAB Private and JBWere – a new partnership
Our new brand is one element of an exciting new partnership between NAB Private and JBWere. This partnership gives you the very best of NAB’s private banking expertise and JBWere’s renowned wealth...
View ArticleQuality investing: What you need to know
Many investors are familiar with the concept of buying shares based on either valuation criteria (value investing) or potential earnings growth (growth investing). Another style of investing, where...
View ArticleMonthly Financial Markets & Asset Allocation Update: June 2016
Welcome to our June monthly market update. Positioning The Brexit result caught us, financial markets, pollsters and odds-makers by surprise, however we see the outcome as irreversible. The 1.3...
View ArticleBrexit ignites global uncertainty – but it’s not another GFC
A Messy Break-up The Brexit result caught financial markets, pollsters and odds-makers by surprise. Either way, we see the outcome as irreversible. We believe the 1.3 million vote win to “Leave” is...
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