Investments
Investment and Business Update
In our efforts to keep you up-to-date in such a rapidly changing environment, we provide the following summary to assist your understanding of events affecting our community, the global economy and share markets.
Read More2020’s top economic jargon
If the economic concepts that arise this year don’t make much sense to you, congratulations: you’re not alone. To give you a fighting chance at keeping up, we have borrowed from The Age columnist, Jessica Irvine’s top 10 list of economic jargon words or phrases you’ll need to avoid looking silly at dinner parties this year.
Read More2019 Financial Year in review
With end of the financial year now behind us we take a look back at what happened in investment markets and financial circles over the previous 12
months.
In short, 2018/2019 was a bumpy ride, though we still managed to see positive returns in all major asset classes.
Read MoreTerm Deposits – Where to go when rates are low?
The Reserve Bank of Australia cut rates to a new record low of 1% in July – Borrowers cheered the announcement, however retirees and savers sitting in Term Deposits or cash have seen an already low return, cut even lower.
With most 12-month Term Deposit rates now sitting under 2%pa, the big question is where to from here to achieve a greater return on investment?
Read MoreWhat’s happening with investment markets?
As I am sure you are aware we’ve experienced a lot of share market volatility in recent weeks. In order to alleviate some of the stress caused by this uncertainty we have put together a summary to help clarify the recent declines in your account balance, provide some longer-term context and highlight our investment beliefs…
Read MoreMortgage Terms Explained
Owning a property is the Great Australian Dream. Home-ownership is perceived to be the pathway to a better life, one full of success and security. While we all want a part of this dream, for most potential homeowners the only way to enter the property market involves borrowing funds. When sourcing the best mortgage for…
Read MoreGot Spare Cash? Moves for the Savvy Investor
Should you be in a position to, you might find yourself asking “What should I do with any spare income I have”? While there are many options available, some, such as taking a holiday or buying yourself new clothes, gadgets or a car are great for your enjoyment; you might want to consider making some…
Read MoreState of the Market
There has been a lot of doom and gloom in the media lately about the recent fall in the sharemarket. Headlines such as “ASX loses $56 billion as investors join global stock rout” (The Age – 6 February) and “Aussie Sharemarket Bloodbath” (Herald Sun – 6 February) would have made any investor nervous. However, we…
Read MoreThe award winning fund in your account!
Our clients with MLC accounts will be pleased to learn that one of the underlying funds in their portfolios has won an award! The MLC Inflation Plus fund, which is a staple in the MLC portfolios we maintain for many of our clients, was voted the best fund in the “Multi-Asset Real Return category” at…
Read MoreInvestment Update: Sept 2017
The Muirfield Financial Services Investment Committee recently completed its half-yearly update. As such, we thought it would be a good time to reiterate some of the investment philosophies that we use when making investment decisions on client portfolios. We believe this is particularly relevant given the recent volatility in markets as a result of North…
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