Category: Finance

Summary Global growth remains decent, but weaker than expected and more vulnerable. The dovish stance of central banks and more details on ‘mini-deal’ (phase-one of a US-China deal), may save the day for risk assets allowing them to trade in a range. While this (resilient but vulnerable growth) remains our central scenario through the year […]

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Summary China and the U.S. have been engaged in a trade war since last year. The economic conflict has dampened economic and corporate earnings growth expectations as investors and companies weigh its impact on the global economy. The U.S. and China are the world’s largest economies.  The ongoing Trade War is redrawing global supply chains, […]

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General While global output grew only slightly and input and output prices continued to rise, other factors indicated contraction. Most notably, employment contracted in May compared to a slight expansion in April. The decline in the US PMI was the biggest contributor to the drop in global PMI, as the United States accounts for 21.6% […]

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Let’s call them Phil and Mary. Since Phil retired more than 15 years ago and predominantly invested in a portfolio of fully franked Australian shares, this elderly couple, now in their late 60s, have lived comfortably on the income their $1.1 million SMSF generates. Not living a lavish lifestyle, but a comfortable one. Phil enjoys […]

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Australia’s house prices have fallen for 13 consecutive months, with average Australian capital city prices now down 4% from their peak. The once booming cities of Sydney and Melbourne have led the falls over the last year; while falls in Perth and Darwin, which started several years ago as the mining investment boom ended, have […]

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Why is financial advice important for clients entering residential aged care? Most clients are not prepared for entry into residential aged care because it is typically not considered until there is an immediate requirement. It is difficult to plan for residential aged care because the need for aged care generally cannot be predicted and often […]

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Pimco is one of the world’s premier fixed interest income Managers. This article explains their view on the factors causing falling property values. Tightening of Mortgage Availability Mortgage availability has tightened due to property-cooling measures and closer bank scrutiny. In 2014 requirements for Banks were introduced to: Reduce the annual growth rate of loans to […]

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Jayne Graving and eight other local Sunshine Coast Financial Planners met with Andrew Wallace MP – Federal Member for Fisher, to discuss the impact of the Royal Commission on local Financial Planning practices and our industry in general.  The concerns and observations highlighted were: Clients with a relationship with the local Financial Planners represented, were […]

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Summary September is when the next round of tariffs with China will be tabled and possibly implemented, so this is shaping up to be an important month for the markets. If agreements are not reached next month with China and Canada then this could place further upward pressure on the US dollar, which has been […]

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When it comes to investing, most of us have experienced or heard stories of great success or of great failure. However, amidst the economic turmoil, an evolving investment advisory industry and technological innovation, investors are now benefiting from the rise of Independent Financial Planners and superior investment options. Traditionally, most investments, including superannuation, were accessed […]

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