Aspire News & Views Archives - Page 2 of 9 - Aspire Planning Group

Creating a better future for you and your family

Category: Aspire News & Views

2018 – a list of lists regarding the macro investment outlook

2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up. Read more  

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The medium term investment return remains constrained

A further fall in investment yields across most major asset classes points to a constrained medium term return outlook. For a diversified mix of assets, this has now fallen to around Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

Five great charts on investing for income (or cash flow)

The low interest rates of recent times along with periodic turmoil in investment markets has provided us with a reminder of the importance of the income (cash) flow or yield an Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The threat of war with North Korea- Implications for investors

Tensions with North Korea have clearly increased causing volatility in share markets. The risk of war has grown but a diplomatic solution remains most likely although there could still be more volatility before this is finally achieved. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

Global political risks one year on from Brexit – what have we learned?

Geopolitical issues create much interest, but as we saw over the last year starting with Brexit this doesn’t mean they’ll have a big negative impact on financial markets. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The Australian economy hits another rough patch – implications for investors

Due to the GFC and solid bond returns as bond yields fell to record lows, share returns have struggled at times versus bonds over the last decade. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The 2017-18 Australian Budget – pragmatism and fairness rule

The 2017-18 Budget has a welcome focus on housing affordability and infrastructure. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

Australian cash rate on hold – bank mortgage rates, home prices and implications for investors

The RBA has left interest rates on hold. The arguments to cut or hike rates are evenly balanced and we can’t see an official rate hike until second half 2018. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The Australian housing market – what are the key issues?

 The Sydney and Melbourne property markets have hotted up again and high house prices and household debt leave Australia vulnerable. But a property crash remains unlikely. Read more

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment

The Chinese economy stabilises and iron ore surges – where to now and what it means for investors and Australia

Key points – Chinese economic growth stabilised in 2016. Expect Chinese growth this year of 6.5% and inflation of 3%. – Key risks regarding China relate to policy tightening, the property cycle, rapid debt growth and a trade war with … Continue reading

Posted in Aspire News & Views, Oliver’s Insights | Leave a comment