Key points - While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. - The best approach is to simply recognise that occasional sharp falls in share markets...
Corrections, gummy bears and grizzly bears in shares
Introduction While shares have had a nice rebound from their January lows helped in part by some good earnings news – reversing around half of their 10% or so fall, concerns remain high around inflation, monetary tightening and the high risk of a Russian invasion of Ukraine. Our assessment remains...
The outlook for the retail sector
COVID-19 outbreaks in Australia have remained relatively under control, and life has started to return to normal with mobility indicators and economic activity on the rise. We take a look what this could signify for the retail segment. While “rona” was selected by Macquarie Dictionary as 2020’s word of the...