Newsletter December 2019 – Investing in 2020

Looking forward what do we expect for 2020.With 2019 being a good year on the markets should we expect more? The US has also performed well over the 2019 year but much like Australia we are starting to see signs of the economy slowing down. Given the large gains in our market I expect that we may see the market pull back in the first quarter of 2020 as investors lock in some profits

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Newsletter

December 24, 2019

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2024 Wrap

2024 Wrap

The 2024 year has provided a 10% gain in the ASX 200, gold was up 28% and ten-year bonds were up. Is this the end of a two-year long bull market. If so, is it the start of a Goldilocks scenario? A Goldilocks environment is described as an ideal state for the economy,...

Time to adjust your portfolio.

Time to adjust your portfolio.

The easiest way to make money is to not lose it. This August reporting season is shaping up to be a negative earnings year. At this point we are expecting the earnings per share will be down 3.5%, noting that the 2023 year was also down 2.9% as well. Two consecutive...

Holding Cash

Holding Cash

Over the long-term holding cash will have a negative effect on your investments. We all know and understand the effects inflation has on cash. However, there are times when being overweight cash makes sense.  Over the past twelve months the ASX 200 has returned...