Tag Archives: Economic Overview

Economic Overview Labour and supply shortages, shipping bottlenecks, COVID delta variant, inflation, vaccine hesitancy. There were plenty of worries in Q3, but markets remained mostly positive across the quarter as economies continued to open and society resumed some normality. This led to an increase in demand in many areas and a struggle to supply that […]

YourSuper Comparison, Super Bad

September 30, 2021

Australia’s worst superfunds have finally been placed in the village stocks for all to see. The YourSuper comparison tool was released earlier this year, it offered investors the ability to sort through various super fund options who have a MySuper default option and compare fees and returns over a 7 year period. While the tool has been […]

Working Class Returns

September 8, 2021

Seven News recently featured a story on rocker Jimmy Barnes. Jimmy was selling up his family home in Sydney to move to his new base in the Southern Highlands of NSW. What was the price to take over the working-class man’s converted Botany warehouse? Jimmy was hoping to get $4 million, after paying $1.61 million 17 years […]

Client Alpha

August 16, 2021

The concept of adviser alpha has been floating around for several years now. We talk about it on a regular basis without explicitly naming it, but we specifically discussed it back in 2019. From an adviser context ‘alpha’ is essentially an excess return above what an investor may have achieved otherwise without an using an adviser. […]

2021 June Quarter Review

July 26, 2021

Economic Overview Attention turned to vaccinations and reopening economies in the second quarter of 2021, by the end of the quarter over 3 billion vaccine doses had been administered globally. There are now strong indicators of a robust and lengthy economic expansion ahead. Around the world there are now businesses desperate to hire new employees, […]