by Tony White | Feb 16, 2017 | Oliver's Insights
16/2/2017: The attached Note from Dr Shane Oliver looks at where we are in the global investment cycle. It is a good article for investors to read at this time and Shane’s comments are supported by easy to understand research. Investment cycle – OI #3...
by Tony White | Dec 15, 2016 | Economic Updates, Retirement Planning, Superannuation, World News
An article from Schroders Australia questions whether the assumptions driving US stocks to record highs might or might not hold. trump-stock-rally—dec-2016—schroders-template
by Tony White | Dec 15, 2016 | Economic Updates, Retirement Planning, Superannuation
Attached is an interesting matrix from Schroders. The Risk-Return Matrix shows the attractiveness of key Australian and global asset classes and likely returns are judged on an absolute-return perspective with risk based on the likelihood of capital loss....
by Tony White | Dec 15, 2016 | Oliver's Insights
The attached note reviews the last year and looks at the investment outlook for the year ahead. The key points are as follows: 2016 started badly for investors with worries about global growth and deflation. But global growth turned out okay &, despite political...
by Tony White | Dec 1, 2016 | KeyPlay Quarterly Newsletters
The Christmas 2016 Newsletter: christmas-2016