Month: November 2022

How do hedge funds work in a volatile market?

While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns – at a risk. Hedge funds play a very important role in investment markets and come in …

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How old is too old for insurance?

As you age and your health starts to deteriorate, having a financial safety net and protecting your nearest and dearest may become even more important. So, how old is too old for insurance, and do you or your parents still …

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Impacts from Falling Home Prices: The Wealth Effect

The impacts of interest rate hikes on consumers are well known; higher interest means that mortgage debt servicing costs will go up which is negative for consumer spending. Rate hikes are also bad news for home prices, which will create …

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Alternative Thinking: Diversifying Beyond Traditional Asset Classes

Once a staple investment allocation, the traditional balanced portfolio of shares and bonds has had some challenges in delivering positive returns in today’s market environment. Institutional investors, such as superannuation funds and endowments have been investing in alternatives for many …

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Why staying invested matters when markets fall

It’s natural to feel nervous when markets fall. News about inflation and rising interest rates may prompt you to make an emotional investment decision. But history tells us that markets trend upwards in the long run – and switching investment …

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Economic and market overview

Pleasingly, global share markets fared well in October and recovered most of their lost ground from September. Locally, the S&P/ASX 200 Index re- turned 6.0%. The sharp reversal in sentiment was typical of this year; market volatility has picked up …

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3 things to consider if your Super balance falls

From time to time, market movements may cause your super balance to fall. While this can be alarming, you’ll find that it usually recovers in due course. However, if you feel like you need to make some adjustments to your …

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