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What’s Happening in Investment Markets? Managing Volatility and Return Expectations

What’s Happening in Investment Markets? Managing Volatility and Return Expectations

by Tony Richard-Preston | Feb 23, 2022 | Investments

Recent volatility in global share markets has produced short-term negative returns for Australian shares as domestic and global bond markets. Here we look at the longer-term prognosis for shares and why they are likely to remain one of the best places to remain...
Sustainable Investing –  Considerations for Building an ESG Portfolio

Sustainable Investing – Considerations for Building an ESG Portfolio

by Tony Richard-Preston | Feb 24, 2021 | Investments

ESG stands for environment, social and governance. ESG investing is often used interchangeably with sustainable, socially responsible or ethical investing or other approaches to investing that consider some environmental, social or governance factors.  In my...
Risk Vs Return: Is Your Investor Profile Optimised?

Risk Vs Return: Is Your Investor Profile Optimised?

by Tony Richard-Preston | Nov 27, 2020 | Investments, Retirement, Superannuation

As part of any financial advice process, an essential ingredient is understanding your investor profile. This is usually ascertained from completing a risk profile questionnaire to assist your understanding of your attitude to risk. However, a questionnaire...
How Have Superannuation and Investment Returns Faired Amidst the COVID-19 Market Correction?

How Have Superannuation and Investment Returns Faired Amidst the COVID-19 Market Correction?

by Tony Richard-Preston | May 27, 2020 | Investments, Superannuation

Since February, investment markets experienced greater volatility than any other time in history. The initial market sell-off has been subsequently met with an extraordinary rally in equity markets. What has this meant for the performance of your superannuation fund...

Recent Posts

  • Considering Returning to the Public Sector and Rejoining the PSS as a Contributory Member?
  • What’s Happening in Investment Markets? Managing Volatility and Return Expectations
  • Should You Fix Your Mortgage or Remain on a Variable Rate?
  • Income Protection Premiums are Increasing – What Can You do About it?
  • Estate Planning – Why Bother?

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