Blog
Points of note:
Sharemarkets very strong in most developed markets
Market rally in US broadens beyond tech, with Apple and Tesla struggling.
Bonds more mixed with questions over predicted rate moves.
Chinese markets continue to lag, but valuations appear attractive.
Australian property prices & rents continue their upward momentum.
Before you look at ‘Airbnbing’ your property, be sure to consider the ever present legislative risk. More and more Airbnb listings are for the whole house/apartment, and this is exacerbating the problem of housing shortages and rising rents. Do your homework and take a look at legislation changes overseas. As a host, it may be wise to ensure your accommodation is suitable for long stays as well.
US still performing strongly while EU economy struggles.
AI driven rally fades as global share markets post small loss in Q3.
Energy posts strong gains with oil production cuts.
Bond prices pushed down again with rate expectations.
Australian property prices still moving upward, with Hobart the exception.
The SPIVA Mid-Year Scorecard and a brief look at fund survivorship.
