Greetings Everyone,

It has been a long and warm summer in Perth. The summer sports are drawing to a close and the winter sports are about to begin.

As we prepare for the change of seasons, there has been no change for the share markets which have continued on their hot streak path from last year. The attached Economic update from MLC Investment Management highlights the strong performance of global and Australian shares in February. The Australian dollar also firmed to 90 US cents. This positive sentiment is in contrast to the mixed signals for the global and domestic economy which are affected by ongoing uncertainties.

The risk of volatility for the short-term has increased as share prices are now at or exceeding underlying valuations. There is also a risk for longer-term investment prices if growth in the global economy falls short of expectations. This optimism is not only contained to the share markets and is evident in residential property prices which are increasing due to demand from local and international investors.

In this environment it pays to be fearful when others are greedy. You should now be taking an active approach to your investment strategy to preserve your capital. The investment strategy should include the potential impact of the following:

  • Slow down of growth in China
  • Increase in inflation
  • Decline in the Australian dollar
  • Increase in interest rates
If you would like to arrange a meeting to review your investment strategy please call 0499976058
This is the first newsletter for Everblue Consulting. The newsletter will be published on a regular basis covering a variety of relevant topics.

MLC Economic Update

 

Disclaimers & Disclosures

Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth. Barsden Private Wealth is a Corporate Authorised Representative No.416315 of BPW Licensee Services Pty Ltd (AFSL 484 198).

The information provided on this website has been provided as general advice only. We have not taken into account any particular person's objectives, financial situation or needs. You should, before acting on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We recommend you obtain financial advice specific to your situation before making any financial investment or insurance decision.

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

Barsden Private Wealth is a Corporate Authorised Representative No.416315 of BPW Licensee Services Pty Ltd (AFSL 484 198).