Private Wealth

Art World Trends & Habit-Breaking During a Time of Crisis 26th March 2020

With the world shuddering to near stumble under COVID -19, I see several Art World trends that will move from what has been an indication of change, to the new normal....

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Foreign Exchange Market Update - 9 March 2020 12th March 2020

The weeks following the panic around the Coronavirus has seen very volatile currency moves in the market. ...

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Investment Market Conditions - January 2020 24th January 2020

In Australia the economic outlook remains subpar, partly because more supportive fiscal policy has not been deployed. Further cuts in interest rates from the Reserve Bank may well be needed....

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How does your asset allocation stack up? 17th December 2019

Having worked in the wealth management industry for more than 20 years, I have had the pleasure of working with private clients across the region in the stewardship of their investment portfolios. It is a tremendous responsibility to be entrusted with a portion of a client’s future means of financial well-being. During this period I have assembled what I believe are the keys to not only growing wealth, but also protecting it. One of the key factors to ensuring optimal investment outcomes and protection is asset allocation....

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Kelly+Partners Private Wealth Update: June 2018 28th June 2018

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions derail the economic expansion? What absolute level of long-term interest rate becomes an impediment to equity prices continuing to rise? Will oil prices sustain the rally seen over the past year? ...

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Accumulate and educate: using investment bonds to save for children's education 25th May 2018

The cost of raising children has increased significantly over recent years with an average high-income family’s estimated spending on education per child in the major capital cities now $550,827. Both primary and secondary education costs increased enormously, with preschool and primary education almost doubling in cost and secondary education more than doubling in cost over the previous 5 years....

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Australian Federal Budget Review 2018 8th May 2018

In the run-up to the Federal Budget, two things were expected, a budget that responsibly delivered tax cuts and also a budget that delivered ‘meaningful’ tax reform....

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What causes volatility 18th April 2018

Volatility can generally be caused by two things. Changes in an asset or economic fundamentals and changes in investor perceptions. So, sometimes volatility occurs because new information or developments emerge which change the fundamental quality of an asset – positively or negatively. However, more often, volatility is a function of investor perceptions about what’s hot and what’s not. This doesn’t necessarily mean the fundamentals of the assets have changed. It just means investors are just voting their prices up or down....

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Warren Buffett's highly anticipated annual letter to Berkshire Hathaway shareholders 23rd March 2018

Warren Buffett's highly anticipated annual letter to Berkshire Hathaway shareholders released last weekend did not disappoint this year with a little something for all fans of the Oracle of Omaha, from professional value investors to the casual admirers of his wit and wisdom....

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Five things that I think will shape the global and Australian economies in 2018 - By Trent Doughty 26th February 2018

Here are five things that I think will shape the global and Australian economies in 2018, and that expect I’ll be talking about with investors over the course of the year. ...

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