Financial Keys - A member firm of Genesys Wealth Advisers

 




News and Insights

What type of investor are you? Are you as rational as you think you are? When it comes to investments we often behave quite strangely and to our own detriment. The field of study that focuses on this important area is behavioural finance and understanding the basics might just help you to avoid some classic traps.

Read More »

 

July 22, 2015
 


The Australian equity market continues to underperform global markets in recent months with banks, consumer staples and resources the main laggards. Australian banks and consumer staples are facing increased competition which has led to earnings growth downgrades. Resources continue to range-trade with no real direction as yet.

Read More »

 

June 24, 2015
 


2015/16 Federal Budget

by Mark Causer

Last night Joe Hockey released his second Federal Budget (2015/16).  By all accounts, this was somewhat boring Budget, due mainly to the lack of surprises given many of the Budget initiatives were released (in detail) in the days leading up to Budget night.

Read More »

 

May 13, 2015
 


Blistering start to 2015 - The Australian market rallied over 10% or 600 points in January and February. 

Read More »

 

April 17, 2015
 


In the financial advice world, there are several ‘moving parts’, that when brought together, form the basis for a sound financial planning outcome.

One key component is ensuring that the investment recommendations provided to clients incorporate investments that are spread across a diverse selection of underlying investments, broadly in line with the client’s risk profile (i.e. their attitude to loss of capital and underperforming a specific benchmark).

Read More »

 

April 17, 2015
 


Within the next week or two, the European Central Bank (ECB) will look to start buying government debt as part of previously announced €$1.1 trillion plus stimulus package. In the background, the ECB has warned Greece that it cannot rely on it to help the country with short-term debt – and Greece has a lot of it.

Read More »

 

March 11, 2015
 


The past quarter in financial markets has seen moderate investment returns for the broader Australian Equities market, while its International counterparts performed materially better. This continued market and investment return volatility looks like the new ‘norm’ for now. 

In an attempt to maximise the current market backdrop, Financial Keys recently caught up with Perpetual to discuss the merits of investing into what we call a Long / Short investment vehicle.

Read More »

 

March 5, 2015
 


2015: the year ahead

by Mark Causer

Looking from above, 2014 was indeed yet another busy year for global economies – there was a lot going on all around the world and astute investors and their advisers were able to make modest returns, while many of the benchmark indexes told a different story – one of poor or even negative returns. There were of course several shining lights.

But that was 2014!

For 2015, Financial Keys has a view and we will continue our research process, speaking with other investment professionals and investment managers to understand their positions and then take the best of this information and use this as part of our ongoing review process. We do not hide the fact that there may well be macro and micro events that we might miss, but at this early stage, this is our most valid opinion on what will drive markets in 2015.

Read More »

 

January 12, 2015
 


Dr Shane Oliver shares his thoughts on the year that has passed and on the year ahead.

Read More »

 

December 29, 2014
 


Life Cycle of a CEO

by Mark Causer

When Financial Keys ‘interviews’ an investment manager to form part of its investment stable, a lot of time is spent researching the skill set, background, track record and general overall performance of the manager. One area that Financial Keys looks at closely is each manager’s qualitative ‘screening’ techniques on what they look at when selecting underlying investment.

One investment manager that Financial Keys has researched recently, Perpetual, looks closely at the life cycle of the CEO when trying to understand if their company is worth investing into.

Read More »

 

November 25, 2014
 


1 2  …  5 6 7 8 9 10 11 12 13

Showing 71 — 80 of 123

© Copyright. All rights reserved. Website created by SiteSuite

Financial Keys Pty Ltd (ABN 71 089 066 955) trading as Financial Keys Corporate
Authorised Representative of Financial Keys Advice Pty Ltd

ABN: 70 626 699 607 | AFSL: 509 930