Diversified Financial Planners News
Stop procrastinating. These two words can provide an excellent starting point for investors who are determined to set meaningful resolutions and strategies for 2018 and beyond.
Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).
Fidelity's Investment Director, Tom Stevenson, shares his thoughts on investing in 2018
With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you..
Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds had returns around 10%, which is pretty good given inflation was around 2%. This year has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. This note provides a summary of key insights on the global investment outlook in simple dot point form.
Get up to speed with the government subsidies you may be able to claim before the kids go back to school.
Building wealth isn't just about making money. It also involves plugging gaps so you're not losing money.
As the Christmas decorations get packed away and life for many returns to normal, AMP Capital is encouraging customers to consider their finances when setting their resolutions for 2018.
Instead of making vague promises like “get fit” or “pay down debt” AMP Capital Head of Retail of Retail Business Manuel Damianakis recommends people set more specific resolutions to grow their wealth during the year.
Investors in the local share market should be on high alert for signs of risks creeping into their portfolios as mortgage stresses may start mounting on younger families into next year, says Dermot Ryan, AMP Capital’s Equity Income Fund Co-Portfolio Manager.
No sooner have we seen slight mortgage increases from the banks do we see a swath of profit downgrades from listed companies who sell to young families, Ryan notes.
Volatility and the first meaningful lift in inflation coming from the United States will likely be the main differentiating features in global financial markets in 2018 compared to this year, according to Dr Shane Oliver, AMP Capital’s Head of Investment Strategy and Chief Economist.