12
Apr

US China trade war fears - Q & A

IntroductionMuch has been written about the trade dispute between the US and China and the risk of a global trade war. Much of it has been hyperbole but financial markets have had to price in the risks of a full-blown trade war zapping global growth. This has been difficult given almost daily developments on the issue since…
09
Apr

Falling Sydney & Melbourne home prices-is this the crash? What about other cities & the impact on the economy?

Australian capital city home prices fell 0.2% in March, their fifth monthly fall in a row. This has brought annual growth down to 0.8% from 11.4% in May last year. Most of the recent weakness relates to Sydney and to a less extent Melbourne.  
27
Mar

Share market volatility - Trump and trade war risks

  After the calm of 2017, 2018 is proving to be anything but with shares falling in February on worries about US inflation, only to rebound and then fall again with markets back to or below their February low, notwithstanding a nice US bounce overnight. From their highs in January to their lows in the last few…
22
Mar

Where are we in the unlisted commercial property cycle

  Unlisted commercial property (office, retail and industrial) and infrastructure have had strong returns this decade. For commercial property, since 2010 returns have averaged nearly 11% pa  
14
Mar

Tarriffs, trump, North Korea and other global political risks in the Year of the Dog

  Geopolitical events like Brexit and Donald Trump’s election in the US “surprised” investors in 2016 but had no lasting negative impact on global financial markets. By last year investors were well focussed on geopolitical risks – Trump taking over as US President, Eurozone elections, the Communist Party Congress in China and rising risks around North Korea…
09
Mar

The Australian economy - five reasons growth will continue

Growth just muddling along   For the last few years the Australian economy has been meandering between 2-3% growth. This remained the case through last year with December quarter GDP up just 0.4%, and annual growth of 2.4% as a bounce a year ago dropped out. In the quarter growth was helped by consumer spending and public…
22
Feb

The 'gradually' maturing investment cycle - what is the risk of a US recession?

The period since the Global Financial Crisis (GFC) has seemed unusual in the sense that periodic crises and post GFC caution prevented the global economy from overheating and excesses building, in turn preventing the return of the conventional economic cycle. Many of course concluded this was permanent and that inflation would never rise again (with talk of…
15
Feb

Australia's love affair with debt - how big is the risk?

IntroductionIf Australia has an Achille’s heal it’s the high and still rising level of household debt that has gone hand in hand with the surge in house prices relative to incomes. Whereas several comparable countries have seen their household debt to income ratios pull back a bit since the Global Financial Crisis (GFC), this has not been…

Diversified News

Stay up to date with financial planning, superannuation, investment, wealth planning and retirement news.

Contact Diversified

If you have questions about any of the information in our news section or how it might relate to your specific circumstances, please contact us.

Tel: 03 9770 6499

Email: mail@diversifiedfp.com.au

Office Hours: 9-5 Monday - Friday

Want To Know More?

Follow Diversified