How a Trump Presidency May Impact Australia
The recent US presidential election has given a clear mandate for Donald Trump to be the next President, and the Republican party have already gained enough seats for a majority in the Senate and the House of Representatives. The control of both chambers of the US Congress has improved the prospects that they can deliver their policy agenda, including tighter border security, tax and spending cuts, and deregulation. How might these policies affect Australian investors over the next 4 years?
September to Remember
At the start of the September quarter there were widespread fears of recession as disappointing US economic data led to a sharp sell-off across global markets. But by the end of the quarter markets were hitting new highs, spurred on by the Federal Reserve decision to cut its policy interest rate by 0.5 percentage points and the announcement by the People’s Bank of China to bolster their real estate sector and the broader economy. It has been a September to Remember.
Holding Pattern: Markets are Waiting for the Sky to Clear
The last financial year has seen excellent returns for investors, with the Australian market returning 12.1% and international markets up 19.9%. But it has not been a smooth journey, and recently markets seem to be in a holding pattern, waiting for economic skies to clear. Around the world, different asset classes have pulled back in the June quarter, apart from a very narrow rally in a handful of tech stocks associated with AI applications.
Home Bias
Balancing Australian and Global Shares in your Portfolio When it comes to investing, finding the right balance between Australian and Global shares is a very important consideration. While investing in the local market can provide comfort and tax benefits (like franking credits), being overweight too heavily in favour of Australian shares might expose your investment […]
Implications of a Strong US Dollar
Every major currency in the world has fallen against the U.S. dollar this year, an unusually broad shift with consequences across the global economy. The strength of the greenback stems from a shift in expectations about when and by how much the Federal Reserve may cut its benchmark interest rate, which are at a 20-year high. There are negative and positive effects of a strong US dollar, and how they play out will have a lot to do with the stickiness of high inflation.
Taming Inflation Is Not So Easy
More than two years into the steepest interest-rate tightening cycle in decades, central banks around the world are grappling with how fast to unwind the policy and start to bring interest rates down. Australia and the US remain in a holding pattern, with the RBA now contemplating one more rate increase. Stock markets are in a period of uncertainty as they accept that taming inflation is not going to be easy.
Talking Cyber Security with Paul Turner
In a world where cyber threats are becoming increasingly prevalent, it is crucial for individuals and businesses alike to prioritise cyber security.
Lumiant Client Portal
To all our valued clients, As you may be aware, we have recently rolled out our new Lumiant Client Portal. We are writing to assure you that the Lumiant Client Portal is a secure digital storage solution for your sensitive personal and financial information. Following an extensive cybersecurity review, we have rolled out this portal […]
Take Charge Of Your Financial Well-Being
Taking charge of our financial well-being isn’t just about securing our future—it’s about empowering ourselves to live life on our own terms, free from the burden of financial uncertainty. So, how do we take charge of our finances and steer ourselves towards a more secure future? It starts with a shift in mindset—a decision to be proactive, rather than reactive.
The Psychology of Money and the Importance of Our Time
This podcast episode doesn’t just explore financial advice concepts; it’s a life lesson in harmony. It’s for those looking to construct a purposeful life that is wealthy in every sense of the word.