Financial Keys - A member firm of Genesys Wealth Advisers

 




Market Update

Spring is in the Air

by Financial Keys

Is it September already?

It is almost unbelievable that family discussions around how we will spend Christmas will start very soon and with the end of the year in sight, it seems to have gone quick in terms of the lack of social events and interactions, holidays and the general variations of life.

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September 1, 2020
Category: Market Update
 


Bad news sells!

When you read the news, sometimes it can feel like the only things reported are terrible, depressing events. Why do the media concentrate on the bad things in life, rather than the good?

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May 28, 2020
Category: Market Update
 


We have seen a roller coaster ride in investment markets over the last couple of months with a recent rebound.

The US equity market fell more than 34% from peak to trough this year, before rebounding more than 27%. In Australian dollar terms, the fall was only 25%, given movements in the Australian dollar. Therefore, being unhedged on currency for US equity investments, as Financial Keys clients predominantly are, assisted materially. The Australian equity market fell more than 36% before rebounding more than 20% more recently.

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April 17, 2020
Category: Market Update
 


We have all been inundated with negative news flow over the last few weeks. We have been looking for some positives to write about of late, to help everyone’s psyche at present. We have come across some interesting information pieces over the last couple of days and elaborate below.

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March 24, 2020
Category: Market Update
 


Some of you may have seen or heard of the recent policy action from central banks around the world in response to the significant economic and market impact caused by the response to control the spread of the virus.

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March 20, 2020
Category: Market Update
 


Market Update - 17 March 2020

by Financial Keys

We understand many of you would have seen the incredible share market volatility during the last few weeks, which has seen trading days of up or down 10%. Overall share markets have experienced falls which appear to be a function of panic regarding the inability to model the impacts of Coronavirus containment on the economy and asset prices. Once panic sets in, rationality is hard to come by. 

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March 17, 2020
Category: Market Update
 


Market Update - 10 March 2020

by Financial Keys

During this period of market volatility, we remain available to discuss your portfolio and investment strategy. We will continue to provide regular communication and keep you up to date with investment markets and the global economic environment.

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March 10, 2020
Category: Market Update
 


Special Market Update

by Financial Keys

As many of you would have been following, investment markets locally and globally have fallen sharply this week on renewed concerns regarding the Coronavirus, or Covid-19, as it’s known.

At the time of writing, both the Australian and US equity markets are down more than 8% for the week, with Europe down more than 6%, and Japan down more than 5%. US technology stocks are down almost 8%.

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February 28, 2020
Category: Market Update
 


………and like that, the decade came to an end.

Bushfires, a Royal Commission, Brexit, Trump v China and the Hong Kong turmoil - the year that was 2019. The global economy was rife with market changing events not limited to those mentioned.

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January 14, 2020
Category: Market Update
 


One of the topics asset allocators are grappling with at the moment is whether asset class valuations are expensive or not. Whether you’re an active asset allocator or an active bottom-up stock picker, valuation will most likely form the core or at least a significant part of your analysis when making a decision to enter or exit an investment. 

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November 6, 2019
Category: Market Update
 


It’s All About the Style – Value vs Growth

by Mark Causer & Jenny Josling (Managing Director, Orbis Australia - Orbis Global Equity)

When building investment portfolios for clients many aspects are considered.

For example we consider the different asset classes - Australian Equities, International Equities, Australian Fixed Interest, International Fixed Interest, Property to name a few.

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October 21, 2019
Category: Market Update
 


With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to, how we structure our investment committee, what our APL looks like, and where we get our research from. 

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September 30, 2019
Category: Market Update
 


It’s a challenging time for asset allocators in the current environment, which has seen asset prices and market sentiment shift quickly on the back of a single tweet. Markets in July were generally strong across most assets, but August has seen a re-emergence of trade tensions between the US and China. More importantly we have seen the yield curve invert with the 10-year US treasury falling below the 2-year treasury for the first time since 2007, which, as you may recall from the text books, has historically been an indicator of economic weakness.

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August 26, 2019
Category: Market Update
 


It’s been an eventful month for markets – the Coalition won the federal election in a surprise upset, the RBA cut rates to record lows, and US-China trade tensions re-emerged with a vengeance. Domestic markets reacted positively to the Coalition win, with some of the pessimism surrounding the housing market subsiding. The RBA’s rate cut was not unexpected, with most analysts having already priced in the cut and potentially another.

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July 2, 2019
Category: Market Update
 


Markets continued their upward trajectory during April which has largely continued unabated since the so called ‘Powell put’ earlier in the year, with the US Fed chair signalling a pause to further rate hikes. However, market volatility has picked up as the US-China ‘trade war’ has been reignited as the US seeks to precent Chinese telecom manufacturer Huawei from accessing US suppliers. 

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May 29, 2019
Category: Market Update
 


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