The importance of rebalancing

The importance of rebalancing

Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your starting point In the initial stages of constructing a portfolio of diverse investments, …

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Super fund performance and unlisted assets

Differences in the returns of various super funds have primarily been driven by whether the funds are invested in unlisted or listed assets. Super fund returns are always in the spotlight around the end of …

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Should you fix your home loan

Should you fix your home loan?

Key takeaways An understanding of the benefits of fixing your home loan, including payment stability, protection from rate hikes and certainty over long term financial planning. The potential drawbacks to consider when choosing to fix, …

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Seven key charts for investors to keep an eye on 1080x1080 1

Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of recession and geopolitics. So far …

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Seven key charts for investors to keep an eye on 1080x1080 1

Seven key charts for investors to keep an eye on

Introduction At the start of this year, we thought shares would have reasonable  returns albeit it wouldn’t be smooth sailing given ongoing issues around inflation, interest rates, the risk of recession and geopolitics. So far …

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Factor Investing explained

Global markets are made up of dozens of asset classes and millions of individual securities, making it challenging to understand what really matters for your portfolio. But there are a few important drivers that can …

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Economic update

Economic update

October was another difficult month for financial markets, partly reflecting an acceptance among investors that interest rates are likely to remain high for longer than was previously anticipated. Geopolitical risk ramped up too, following conflict …

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Boosting confidence in retirement 1200

Boosting confidence in retirement

Every retirement is unique. Maybe dining out isn’t your thing, but you couldn’t bear to give up your weekly exercise classes. Figuring out how much you can spend in retirement requires planning. And knowing what …

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