Hold the line

Historically, markets have tended to lead the economy which is what we are seeing now...

Market volatility has persisted as markets are continuously recalibrating to price in forward looking inflation and the subsequent impact on interest rates and economic growth. We believe that this market volatility will persist until there is evidence that inflation has peaked and bond yields have stabilised. Bond yields have been rising, with US 10 year treasuries trading above the 3% mark and Australian 10 year bond trading above 4% in mid-June 2022 and we expect yield volatility to continue of over the next six months.

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Jenni Anderson
Property tax traps for investors caused by June timing issues

Australians who are buying or selling real estate are being urged to check the tax impacts or risk being slugged thousands of dollars.

There are capital gains tax and land tax timing issues that can affect people who hold multiple properties, and soaring house prices in the past two years have made its potential hit even more painful.

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Jenni Anderson
The Impact of the 2022 Federal Election

The election results mean several key changes. The new Government have announced support for some of the previous Government’s policies whilst also announcing new policies that they intend to implement. On the attachment below we have summarised some of these key announcements and how these changes may impact you.

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Jenni Anderson
Inflation can present large companies with the chance to set themselves apart – offering opportunities to savvy investors

Steps to address the risks caused by inflation are strongly advised, but to truly stand the test of time, leading companies are always looking at what opportunities a crisis presents.

The standard haphazard approach in the current environment is to trim costs – shave 5% here or 10% there in hopes of “getting by.” However, as we know, more nimble and agile competitors can and will come in and displace companies who operate under what financial guru Garret Gunderson calls the “scarcity mindset.”

The Gartner team compares economic turmoil like high inflation to an ice-skating rink or car-racing track.

In the context of this article, the turns represent inflation or general economic volatility.

Navigating these turns means thinking beyond basic cost cutting and price raising.

This current environment requires companies to look more strategically at cost versus benefit. Are there certain markets you need to exit? Or certain products that are just too much risk for too little reward? Like I explained earlier, anything that gives people more peace of mind could be considered tremendously valuable.

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Jenni Anderson