Investing can be a complex and daunting task, especially for those new to the world of finance. Understanding the different types of investment vehicles is crucial for making informed decisions that align with your financial goals. In this article, we'll explore some of the different types of investment vehicles available, discussing their characteristics, risks, and potential benefits.

Monetary policy, set by central banks, crucially influences the equity markets by affecting investment decisions, corporate earnings, and overall market trends, with interest rate adjustments and money supply management being key tools.

Overview: We are thrilled to announce some exciting enhancements that will be coming to your online Investor Portal this weekend. Based on feedback from many investors, we have made a number of improvements, which we look forward to sharing with you.

The third quarter of 2023 saw a breakdown in the years' trend as market momentum was challenged. Global mega caps have provided a strong tailwind for performance year to date, masking many of the challenges seen across other asset classes and subsets of the equity market. This trend continued throughout July & August as positive sentiment lifted equity markets higher until a rally in bond yields saw steam come out of markets toward the quarter’s final weeks.

Investing in the stock market is a complex endeavour that requires careful analysis, foresight, and a nuanced understanding of various factors. While it might seem intuitive to assume that investing in good companies or promising themes is a guaranteed path to financial success, the reality is far more intricate. The paradox is that not all good companies or trending themes necessarily translate into suitable investments. In this article, we delve into the reasons behind this paradox and shed light on the complexities of the investment landscape.

When it comes to managing personal finances, the journey from a financial consumer to an empowered investor marks a significant turning point. While saving money is a responsible and crucial step towards financial security, investing takes the concept to a whole new level. It involves putting your money to work and harnessing the power of compounding to achieve long-term growth and wealth accumulation.

When a market or an individual stock is performing poorly, it can be an opportunity for long-term investors to buy assets at a lower price. This is known as "buying low" which is an investment strategy that aims to purchase assets when they are undervalued and then hold them until their value increases. This approach is based on the idea that markets tend to be cyclical, meaning they go through periods of growth and decline. Therefore, by buying assets when they are undervalued during a period of poor performance, investors can potentially benefit from the market recovery when it occurs.

When it comes to building a successful investment portfolio, diversification is the key to mitigating risk and maximising returns. While traditional investment options like stocks, bonds, and mutual funds play a vital role, alternative investments have gained increasing popularity among savvy investors. In this article, we will explore what alternative investments are and highlight the benefits they bring to a well-rounded portfolio.

Dollar-cost averaging (DCA) is a strategy that can help investors reduce the impact of market volatility on their investment returns. This approach involves investing a fixed amount of money regularly, regardless of the current market conditions. In this article, we will explore the benefits of DCA and how investors can implement it in their portfolios.

Investing in the share market can be a daunting task, especially for those who are new to the game. With so many different investment strategies to choose from, it can be challenging to know where to start. Two popular investment styles that investors often hear about are growth investing and value investing.

The third quarter was very much a tale of two halves for investment markets. We saw a strong rebound in July from June’s lows, with markets rallying as much as 10% to late August, before erasing almost all the gains in the remainder of the quarter. Australian equities were marginally positive during the quarter, whilst international equities were marginally positive in AUD, however posted significant declines in local currency terms.

Over the last few decades, as financial markets have matured, more investment products and asset classes have been made widely available to retail investors. This has allowed us to construct what we like to refer to as modern portfolios.