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July Market Update

July Market Update 1500 362 SSJuanito

The table below provides details of the movement in average investment returns from various asset classes for the period up to 30 June 2019. Asset class (% change) 1 month 3…

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Inactive Bank Accounts

Inactive Bank Accounts 640 480 SSJuanito

The government has recently announced that financial institutions need to transfer all money from bank accounts that have been inactive for more than three years to the Australian Securities and…

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Changes to Insurance and Action you Need to Take

Changes to Insurance and Action you Need to Take 2644 1586 SSJuanito

We often remember to insure our most favoured possessions, including our homes, contents and cars, however, our most valuable asset, ourselves and our families’ livelihood are often forgotten1. Some of…

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Insight – What’s Seasonal Investing?

Insight – What’s Seasonal Investing? 1100 1100 SSJuanito

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital  Key points – Seasonal patterns typically see shares do well from around November to May and not so well…

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Budget – The Long Awaited Surplus and Promises of Tax Cuts

Budget – The Long Awaited Surplus and Promises of Tax Cuts 1268 846 SSJuanito

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Diana Mousina – Senior Economist AMP Capital    Key points – The 2019-20 Budget “delivers” the long-awaited surplus and increased…

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Global Growth Outlook

Global Growth Outlook 600 429 SSJuanito

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The rebound in share markets since December has left them vulnerable to a short term pull…

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Millennial socialism & the swing of the political pendulum back to the left

Millennial socialism & the swing of the political pendulum back to the left 343 147 SSJuanito

Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – Growing support for higher taxes on the rich and greater government intervention in the economy suggest…

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Portfolio Construction Forum

Portfolio Construction Forum 783 391 SSJuanito

In February, the senior advisers within Varria were invited to attend the Portfolio Construction Forum in Sydney. This is a three day event that centres around sharing ideas and opinions…

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February Market Up Date

February Market Up Date 1500 362 SSJuanito

Market update The table below provides details of the movement in average investment returns from various asset classes for the period up to 31 January 2019. Asset class (% change) 1…

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Getting Retirement Ready?

Getting Retirement Ready? 2500 1633 SSJuanito

As you enter your fifties or sixties, you start looking forward to retirement and spending time doing the things you love. With many Australian’s living longer, this also means that…

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