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The US yield curve inversion – an indicator of recession or not? In a word, not. There are clearly issues in the world. A recession may hit the global economy more quickly than some expect. Nonetheless, the long-lived influence of global central bank policies on...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report The eInvest Future Impact Small Caps fund (IMPQ) finished the month up 3.3% net of fees, underperforming by 1.2% the very strong benchmark return of 4.5%. Positive contributors this month included Calix Ltd (+25.2%), Ooh!...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Global markets moved higher in July, on the prospects of Central Bank easing, with the S&P500 +1.3%, FTSE 100 +2.2%, Nikkei 225 +1.2%, while the Shanghai Composite eased, -1.6%. The Australian market delivered another strong result, finishing...

Investors have a bad habit of doing the wrong thing in the wake of sharemarket lurches such as the one we are experiencing, basing their reaction on gut instinct rather than logic. Newspapers will blare “billions wiped off markets” and nervous investors will obey their overriding...

We live in a complicated and interconnected world. The same values that can drive an investment decision also naturally influence other areas of our lives. Appreciating art has helped me identify what I value, and realised that it has also reflected in my investing style....

30 June marked the end of the 2019 financial year and what a good year for generating income from the stockmarket it was for us! While Australian companies have traditionally been generous dividend-payers relative to most overseas markets, this was a step up in the...

This article was first published in Cuffelinks on 16 July 2019. The original article is found here. The recent step down in cash rates was a final jolt to the savings of millions of Australians who live on interest from bank deposits. It took term deposits...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Overview Central Bank easing and the prospects of a trade thaw following the G20 meeting, saw global equity markets rally strongly in June, with the S&P500 +6.9%, FTSE 100 +3.7%, Nikkei 225 +3.3% and Shanghai Composite +2.8%. The...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] IMPQ Monthly Report IMPQ performed well over June, outperforming the Index by 1.7% (after fees). Positive contributors this month included PolyNovo (+28.3%), Meridian Energy (+16.3%), Mercury Energy (+15.0%) and Sims Metal Management (+14.6%). Negative contributors this month included...

Post-retirement, the key focus for investors is generating a sufficient income stream to support their lifestyle. As people are living longer and spending more years in retirement, the challenge is not only making their savings last and meeting this need today but also in generating...