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Economic Snapshot: Global equity markets rally

Global equity markets rose 3.1% in June, with a 7.6% return for the quarter. The rally included growth stocks, the IT sector, banks, retailers, small caps, REITs, and materials.

Posted by Richard Dahl

Young professionals feeling the squeeze

We are witnessing a significant shift in generational wealth accumulation and concerns that the next generation could be the first since Federation to be worse off than their parents.

Posted by Cameron Sicker

Economic Snapshot: A dramatic year for markets

A combination of strong growth, abundant liquidity, supply chain blockages, and the Ukraine war triggered the biggest resurgence of inflation since the early 1980’s.

Posted by Richard Dahl

Economic Snapshot: A harsh month for financial markets

April was a harsh month for financial markets. High inflation, aggressive rhetoric from the US Federal Reserve Bank, the Ukraine war and COVID lockdowns in China, all combined to sour investor sentiment.

Posted by Richard Dahl

Economic Snapshot: A turbulent month for global markets

In a turbulent month for global markets, Australia’s geographic distance from Ukraine, combined with our role as a commodity exporter, helped our equity market to outperform and the A$/US$ to rally.

Posted by Richard Dahl

How to grow your super balance year after year

Being stuck at home in endless COVID-19 lockdowns has given many people time to think about their financial future. If you are engaging with your Super for the first time in a while, here are 3 things to consider to ensure you make the most if it.

Posted by Dominic Kwok

What are share buy-backs and how do they benefit investors?

August is reporting season and, in addition to finding out how companies are performing in these challenging times, investors may also find themselves on the receiving end of an unexpected special dividend or an off-market share buy-back.

Posted by Mike Reynolds

Using the equity in your home to generate more money in retirement

The post-COVID housing market recovery in Australia has certainly exceeded expectations, with property prices in Melbourne up 6.1%, Brisbane 6.3% and Adelaide 4.9% so far in 2021. As prices rise, more retirees are considering downsizing their home. In turn, taking advantage of tax and superannuation incentives to maintain the lifestyle they desire in retirement and protect their wealth.

Posted by Mike Reynolds

Why is short selling in the headlines again?

GameStop made headlines for all the wrong reasons but short selling can be a savvy investment strategy. It has been used by prudent fund managers for years and there is a place for it in balanced portfolio management.

Posted by Mike Reynolds

2020 Federal Budget Update

Budget 2020-21 is firmly billed as a recovery plan, to move Australia from crisis response towards rebuilding the economy following the once-in-a-century shock caused by the COVID-19 pandemic.

Posted by Lee Wapling

This video shows how FMD portfolios are weathering the storm

It's been a turbulent ride on global markets since the onset of COVID-19, but FMD portfolios are weathering the storm and are well-placed for the future. Watch this update from the FMD Investment Committee for all the latest details.

Posted by Lee Wapling

Annual Client Briefing panel discussion highlights

We continue to receive fantastic feedback about our largest-ever Annual Client Briefing held at the Park Hyatt in Melbourne in December 2019 where we welcomed over 400 guests. One of the things ...

Posted by Lee Wapling

The rise of Australian neobanks

2018-19 was a tough year for Australia’s major banks who faced margin squeeze from lower interest rates, fierce competition in mortgages and customer dissatisfaction in the wake of the ...

Posted by David Batchelor

Housing market recovery gathers steam

The Reserve Bank of Australia and the Government may be lamenting the fact that lower interest rates and personal tax cuts haven’t had the desired effect on consumer spending, ...

Posted by Jason Calleja

Boost super in your 40s or kiss your lifestyle goodbye

In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or risk retiring without enough money ...

Posted by Michael Russell

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