Key Investment Themes in 2021 and Lessons Learnt from 2020

A global pandemic, followed by a swift response from Government, community and industry had a big impact on Australian retirees and investors in 2020.
A lot of changes came in the form of acceleration or disruption. But perhaps the big changes might still be ahead of us in the form of new possibilities.
Here’s a short summary of the key themes we think will dominate the next 12 months and beyond.

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2020… What Happened? From ‘Armageddon’ to ‘Not Bad’ for Australian Investors

There were big differentials in share market performance around the world. Australian shares underperformed against broader global markets despite a less severe progression of COVID-19 compared to North America and Europe. Overall though, it was not a bad outcome for the Australian share market and client superannuation balances considering early forecast for the ’end of days.’

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2020… A Year to Forget?

2020 has been one we would almost rather forget. But let’s not overlook all the good things that have happened. In this article we review major events of 2020 and provide advice on staying upbeat and keeping your financial house in order.

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You might stop working but your money doesn’t

Record low interest rates make retirement planning difficult. And low returns from defensive asset classes traditionally favoured by retirees—like term deposits—are making the situation even more dire.
With more and more retirees forced to dip into their retirement capital to meet the rising costs of everyday expenses, it’s more important than ever to understand how to protect your retirement income.

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