As the year winds down, it is refreshing to see the Aussies performing a lot better on the sporting front with Mitchell Johnson with his moustache and pace bringing back memories of a bygone era.

It has also been a much better year for the share markets here and globally. The article from MLC Investment Management highlights how good a year it has been – The Year in Review.  A combination of factors has resulted in the improved performance of the share market including the actions by the world’s major central banks.

The best performing asset class at a return of approximately 37% for the year – unhedged global shares – highlights the importance of asset allocation and having a properly diversified investment strategy and not being Australian centric. Unhedged global shares has benefited from the declining Australian dollar. Bonds have been the worst performing asset class during the year making it very tough for retirees who followed a defensive strategy or for investors who were not invested in growth assets.`

Many of the uncertainties that existed in 2013 still remain unresolved for 2014  which depending on what decisions are made could have a major impact on the returns for the Australian and global share markets in 2014.
We are constantly reviewing our investment strategies to take into account the ongoing uncertainties and to maximize your risk adjusted returns for the long term.

If you would like to discuss your investment portfolio, please contact me on 0499976058.

 

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).