Articles and News



Preparing for the Next 'Black Swan'

 

 

Investors Are Flocking to New Strategies Designed to Profit From a Market Calamity. But Will They Fly?

 

After a decade-long bear market and two years of turmoil that saw the stock market plunge by 57%, investors are betting on still more financial pain in the months ahead.

 

Download Article

 

 

Investing in your health and wellbeing

Your health is even more important than your finances. And getting both things in order can be a great way to improve your wellbeing.

 

Click here to download article

 

The terrible twos - Russell Online

 

While sharemarkets almost always stage strong recoveries in the 12 months following a bear market, the second year – or “the terrible twos” – is usually more challenging, and is generally characterised by high sharemarket volatility. 


This year, investors have been hit by a succession of worries, starting with the euro-zone debt crisis, concerns about financial sector regulation, US double-dip fears and prospects for a China slowdown and these concerns are likely to persist for a few more months.


While we expect that sharemarkets should end the year higher, volatility is likely to be an ongoing theme.

 

For more on the outlook for the year, download Market Commentary

 

 

Risk v return: End of financial year edition - Russell Online

 

Produced annually and updated at the end of every financial year, the Risk vs return poster charts the annual returns of sample diversified portfolios and single asset classes over the last three decades.


This handy tool for use with your clients shows that returns across various asset classes can be volatile from year to year, but that a diversified investment has produced stable growth over the long term.

 

Download the asset class returns poster

 

 

Lonsec Investment Insight - Sept Quarter 2010 Outlook

 

In this quarter’s Investment Insight, Lonsec charts a path through stormy seas. Investors are faced with increased uncertainty and conflicting outlooks for Europe, the US, Asia and Australia.

 

click here to read article


Key themes this quarter are an expected fragile recovery for the global economic outlook and a domestic outlook that overall sees Australia well positioned to handle any slowdown in global growth.

 

 

A Winding Road - looking back, looking forward

 

The share market promised much at the start of the 2009-2010 financial year, went sideways for a while and then finished with falls and increased volatility in the June quarter.-

 

click here to read article

 

 

Autumn 2010 edition of Successful People

 

The Australian economy continues to recover faster than both the RBA and most economists expected, and we have seen steady increases to Australian
GDP forecasts for the last nine months. We continue to have a positive view on the Australian economy, but note that there are a number of risks in the global economy that could derail the expected growth.-

 

click here to read more

 

 

Snapshot Newsletter  - July 2009 

 

Review of the past 12 months of the share market.  Find out how investors can survive the bear market - 

 

click here to read article


 

In preparing this material, no account was taken of the objectives, financial situation and needs of any particular person.  Before making a decision on the basis of this material, you need to consider, with or without the assistance of a financial adviser, whether the material is appropriate in light of your individual needs and circumstances.

 

You should obtain and read the Product Disclosure Statient before making any decision to acquire a financial product.

 

facebook
Amanda Cassar 263612
Australian Financial Services Licence Number 297239
AUSTRALIAN FINANCIAL SERVICES LIMITED ABN 50 116 900 362
Head Office: Level 15, 520 Collins Street, Melbourne VIC 3004

afs

Lic No. 2097239

web design - xenex-media.com