Merry Xmas! and December Market Update

Steve Greatrex Blog Leave a Comment

Merry Xmas! and December Market Update On the whole, the global economy looks to be heading the right direction however, questions still remain over a number of major economies. Strong projected resource investment figures in 2011 and 2012 saw the Reserve Bank of Australia (RBA) raise the interest rate to 4.75%. Also fuelling this decision was the RBA’s concern about …

November Market Update

Steve Greatrex Blog Leave a Comment

November Market Update There was good news last month, as the local economy continued to strengthen on the back of the reinvigorated resources sector. This solid performance also influenced the RBA’s decision to raise the cash rate to 4.75%. In Europe, economic growth remains mixed. While the German economy continues to outperform expectations, concerns still surround some of the smaller …

October Market Update

Steve Greatrex Blog Leave a Comment

October Market Update This month saw a fall in consumer confidence and lower manufacturing indices in the US. This economic data and concerns of deflation led to increased speculation the Federal Reserve (Fed) will inject more liquidity into the economy. In Europe, sovereign debt concerns resurfaced with ratings agency Moody’s, releasing a fresh round of ratings downgrades to banks in …

Financial Focus Spring 2010

Steve Greatrex Blog Leave a Comment

Financial Focus Spring 2010 Here is our Financial Focus newsletter for Spring 2010. If covers spouse superannuation splitting and the new rules for employee share schemes. Enjoy! Steve Greatrex 8274 3744 Click here to download the PDF document

September Market Update

Steve Greatrex Blog Leave a Comment

September Market Update Please find enclosed the latest edition of Market Update. This newsletter is to you to keep you up to date and informed about everything that’s been happening in the local and global economies, as well as equity markets here and around the world. It’s also full of expert views on where markets are likely to head over …

Market Update

Steve Greatrex Blog Leave a Comment

Market Update This entry is to keep you up to date and informed about everything that’s been happening in the local and global economies, as well as equity markets here and around the world. It’s also full of expert views on where markets are likely to head over the coming year. Much to everyone’s relief, this month sees financial markets …

Separately Managed Accounts

Steve Greatrex Blog Leave a Comment

It is rare in the world of investing to come across something that is exciting. In fact, investing should be a bit boring – if it’s not, you may be getting yourself into bother. So it’s great to be excited about the advent of Separately Managed Accounts (SMA’s). SMA’s mean you hold shares directly in your name (not in the …

Unlisted Investments and Industry Funds

Steve Greatrex Blog Leave a Comment

Unlisted Investments and Industry Funds Recently we saw an article in the Australian (23 July) showing that retail funds have been outperforming industry funds. Researcher Chant West pointed out that this was because the funds carry a high proportion of unlisted assets. I’ve attached an article from MLC Implemented Consulting that highlights the main drawbacks of too many unlisted assets …