Insights

  • We are sure that you all have seen the media headlines about the global equity market declines this week and whilst we agree that there will be a financial effect felt by the global economy, we can't help but think that investors are behaving in a similar fashion to those swarming the local supermarkets across the global shopping centres, clamouring for the last roll of toilet paper.

  • If you haven’t come across the term “behavioural finance” before, then it’s something I’d suggest that every investor gains at least a working knowledge of. In a nutshell, behavioural finance is the study of the effect of psychological traits on investor behaviour, countering the assumption inherent with traditional financial theory, that markets and investors behave perfectly rationally.

  • After two years of headlines and confusion, the Treasury Laws Amendment (Reducing Pressure on Housing Affordability Measures) Bill 2019 has now been passed by the Senate and is now only awaiting Royal Assent. Simply put, this means that Australian expats and other non-resident Australian property owners will now lose their entitlement to the Main Residence Exemption.

  • A "REIT" (Real Estate Investment Trust) is, quite simply, an investment asset type in the same way that a "Bond" or an "Equity" is an investment asset type.Just as an "Equity" (e.g. as identified by the ticker "MSFT") generally relates to a legal corporate structure known as a "limited company" (e.g. as identified by the

  • Diversification can be neatly summed up by the well-known phrase “not putting your eggs in one basket”. In the context of investing, the “eggs” can be thought of as the funds or other assets held within the “basket” of a portfolio.

We are sure that you all have seen the media headlines about the global equity market declines this week and whilst we agree that there will be a financial effect felt by the global economy, we can't help but think that investors are behaving in a similar fashion to those swarming the local supermarkets across the global shopping centres, clamouring for the last roll of toilet paper....

If you haven’t come across the term “behavioural finance” before, then it’s something I’d suggest that every investor gains at least a working knowledge of. In a nutshell, behavioural finance is the study of the effect of psychological traits on investor behaviour, countering the assumption inherent with traditional financial theory, that markets and investors behave perfectly rationally....

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