Useful Documents

Have a read of the publications linked below, they are quite informative and easy to read.

Newsletter - Winter 2009Newsletter - Summer 2010

Newsletter - Winter 2009Newsletter - Spring 2010

The great bargain funt flyerThe great bargain hunt

A guide to Financial Planning flyerA guide to Financial Planning

A guide to self managed super funds flyerA guide to self managed super fund

Latest from the Investment Specialists

Below are some of the top fund managers and some of their ideas on what is happening with markets this month.

Oliver's insights 7-5-09Fidelity - Investment Commentary March 2011

Oliver's insights 7-5-09Oliver's Insights - 24th March 2011

Perpetual perspective April 2009Perpetual - Perspective March 2011

 

 

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Perpetual Investments - Lend like a bank

Investors willing to take on some risk can profit, by lending like a bank rather than lending to a bank through term deposits. Michael Korber, Perpetual's Head of Fixed Interest and Credit explains how.

Budget flyer 2009Income Examiner

 

Vanguard Investments

The outlook for the US economy has the ability to transfix investors the world over. The US is still the world’s largest economy – and will be until about 2026 – and because the US consumer accounts for 70 per cent of the US economy, the consumer generates 20 per cent of world economic growth.

And because that US consumer is hard-pressed and unwilling to spend, the global economy is struggling to grow.

Budget flyer 2009Colour coding the recovery

 

New York Times

An article on rethinking of the types of assets Retirees and Pre-Retirees should be considering. Writen from an American perspective, but imminently transferable to the Australian market.

Contact our office if you would like to learn more on how this may apply to your situation.

Budget flyer 2009For Older Investors, Old Rules May Not Apply

 

The Role of Active Investing in the New Financial Climate

As the global financial crisis takes centre stage in the world media, the debate about active versus passive management has once more come to the fore, with both investors and advisers now questioning the ability of active managers to add value in the current conditions.

Budget flyer 2009The Value of Active Investing