Superannuation: Inertia & Urgency

Partly due to constant media focus on short-term performance, more people these days are concerned about their superannuation. There is a sense of urgency for some investors, who, feeling the need to "catch up" later in life, have sought out better returns. Unfortunately, this has very sadly led some people into risky investments, and they have been caught in the recent failures of funds like First Guardian and Shield Master Fund.

2025 Q2 June Quarter Review

  • Tariffs hit hard initially, but stockmarkets bounce hard.

  • Tariffs create some distortion as US business pulls forward orders.

  • Euro and UK economies still sluggish, but increased defense spending on the way.

  • A political backlash in the UK, with both major parties on the nose.

  • Australian government keeps its foot on housing demand, while missing supply targets.

  • Commonwealth Bank hits record highs during Q2.

2025 Q1 March Quarter Review

  • Early tariff concerns prompt a stock rotation from the US to Europe.

  • The Magnificent Seven come off the boil as Chinese AI emerges as a threat.

  • Increased defence spending coming in Germany and Japan?

  • The UK stuck in a low growth environment.

  • Australian stocks down, with few green sectors.

  • Australian real estate up slightly to hit record highs.

2024 Q4 December Quarter Review

  • Trump election win equals potential tax cuts & deregulation, but tariff increases.

  • The great resignation becomes the great stay.

  • UK Labour goes from penthouse to doghouse in record time.

  • Politics making the Eurozone more unstable.

  • Bond yields on a tear globally.

  • Positive returns for sharemarkets both locally and globally for 2024.

  • Australian real estate becomes location, location, location as prices moderate. 

 

A Donald Trump Win: What it means for Australian Investors

Overnight, we received the dramatic news that Donald Trump had been elected president for the second time, the Republicans now appearing to have control across both houses. The US share market rallied to record highs. However, what may appear to be good for America, in terms of market rallies in the shorter term, may not be good in the longer term for the US and the global economy, including us in Australia.