Tag Archives: Market Trends
What company delistings mean for ETFs
Company delistings can shake up your ETF holdings, but understanding the impacts and what steps to take can help investors stay on course. Learn how delistings affect ETFs and the strategies to manage such risks in your portfolio. Continue reading
Posted in ETF, Index Investing, Investment Strartegies, Market Trends, Vanguard Insights
Tagged Company delistings, delisting impact, ETF risks, ETFs, exchange-traded funds, Financial Education, Financial Planning, Investment Strategies, Market Trends, Portfolio Management, Stock Market
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How to Build a Resilient Investment Portfolio – Vanguard Report
Learn how to build a resilient investment portfolio in today’s volatile market environment with insights from Vanguard’s President and Chief Investment Officer, Greg Davis. Continue reading
Posted in Financial Planning, Investment Strartegies, Market Trends, May Vanguard, Vanguard Insights
Tagged Asset Allocation, Cash, Equities, Fixed Income, Investment, Market Trends, Portfolio Diversification, Vanguard Insights
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How to Choose an ETF – Vanguard Report
From our friends over at Vanguard, this article provides valuable insights on how to select the right ETF for your investment portfolio. By Vanguard Navigating through the growing ETFs maze. With so many ETFs of all shapes and sizes now … Continue reading
Posted in Financial Planning, Investment Strartegies, Market Trends, May Vanguard, Vanguard Insights
Tagged Asset Allocation, Diversification, ETFs, Financial Planning, Investment, Market Trends, Portfolio Management, Vanguard Insights
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The Magnificent 7: A Cautionary Investment Tale – Vanguard Report
This article from Vanguard discusses the current state of mega-cap technology stocks, known as the “Magnificent 7,” and the importance of diversification in investing. Continue reading
Posted in Financial Planning, Investment Strartegies, Market Trends, May Vanguard, Vanguard Insights
Tagged Asset Allocation, Diversification, ETFs, Financial Planning, Investment, Market Trends, Nasdaq, Risk Management, S&P 500, Tech Stocks, Vanguard Insights
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Trend following in crises
In times of market turbulence, trend-following strategies can offer valuable diversification for investment portfolios. Winton’s latest article delves into how these strategies perform during major equity drawdowns and the challenges faced by Commodity Trading Advisors (CTAs) in providing “crisis alpha.” … Continue reading
Posted in Active Investing, Consumer Behavior, Financial Planning, Investment Strartegies
Tagged Asset Management, Financial Planning, Market Trends, Trend Following, WealthManagement, Winton Global Alpha
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Vanguard’s April 2024 investment and economic outlook
Our region-by-region economic outlook and latest forecasts for investment returns.U.S. Consumer Price Index (CPI) data for March underscore the challenge faced by Federal Reserve policymakers as they try to guide inflation down toward their 2% target. Getting there would require … Continue reading
Posted in April Vanguard, Economic Insights, Vanguard Insights
Tagged Benchmark interest rate, Core CPI, Economic forecasts, Federal Reserve, Financial Markets, Financial Planning, Global economics, Housing demand, Housing supply, Inflation, Investment Returns, Investment Strategies, Investment strategy, Labor market, Market outlook, Market Trends, Mortgage rates, Region-by-region economic outlook, Services excluding shelter, Shelter prices, U.S. Consumer Price Index (CPI), Vanguard, Wage growth
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2024-25 Federal Budget Recap
In his 2024 Federal Budget speech, treasurer Jim Chalmers announced ‘The number one priority of this government and this Budget is helping Australians with the cost of living’. But what exactly does that mean? Let’s take a closer look at … Continue reading
Posted in Announcements, Federal Budget, Property, Superannuation, Tax Strategies
Tagged Federal Budget Impact, Financial Planning, Investment Strategies, Market Trends
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March 2024 Insights: Navigating Finance & Investment
1. Economic Insights Global Economic Outlook After a period marked by inflationary pressures and fluctuating growth across major economies, global markets are gradually finding their footing. Central banks worldwide have been refining monetary policies to balance growth with inflation … Continue reading
Posted in Economic Insights, Estate Planning, Investment Strartegies, Retirement Planning
Tagged Asset Management, Diversification, Economic Insights, Estate Planning, Financial Education, Financial Planning, Investment Strategies, Legal Advice, Market Trends, Personal Finance, Retirement Planning, Savings Tips, Superannuation, Tax Strategies, Wealth Management
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Active or Index Funds: What’s the Difference?
Active or Index Funds: What’s the Difference? Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as … Continue reading
Posted in Active Investing, Index Investing, Investment Strartegies
Tagged Active Investing, Asset Management, ASX200, Blackrock, Diversification, ESG Investing, ETFs (Exchange Traded Funds), Financial Markets, Financial Planning, Fund Fees, Index Investing, Investment Performance, Investment Strategies, Long-Term Wealth, Market Trends, Mutual Funds, S&P500, SPIVA, Vanguard
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