RI Advice Monthly Market Update – September 2022
Global shares had a poor month (-2.5% unhedged and 3.6% hedged). As expected, unhedged outperformed hedged in a “risk-off” environment,...
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RI Advice Monthly Market Update – August 2022
Global shares performed exceptionally well during the month of July (6.4% unhedged and 8.0% hedged). Currency hedging helped global share...
RI Advice Monthly Market Update – July 2022
Global shares had a poor month (-4.6% unhedged and -8.1% hedged). As expected, unhedged outperformed hedged in a “risk-off” environment,...
NewsFlash: Market Update
Falling stock and bond markets, along with the rising volatility which has gripped global markets since the start of the year, has...
RI Advice Monthly Market Update – June 2022
Global shares: it was another difficult month for the asset class with declines of 0.8% (unhedged) and 0.2% (hedged), although some...
RI Advice Monthly Market Update – May 2022
Global shares had a poor month. Global equities (-3.2% unhedged and -7.4% hedged) significantly underperformed the broader Australian...
RI Advice Monthly Market Update – April 2022
Global shares had a mixed month. Due to upward movements in the Australian dollar, on an unhedged basis, global shares were down 0.9%,...
Federal Budget Update 2022/23
This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help more people...
RI Advice Monthly Market Update – March 2022
Global shares fell 2.8% and 5.5% in unhedged and hedged terms, respectively, which was a similar result to what we saw in January. Global...
Client Update: Russia & Ukraine Conflict
On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic and began...
RI Advice Monthly Market Update – February 2022
Last week a bill implementing a number of changes to superannuation legislation passed Parliament. These beneficial changes may create...
Merry Christmas from RI Advice Sutherland
Merry Christmas! For our final message for 2021 we look back on the performance of investment markets and look ahead to the future. In a...
RI Advice Monthly Market Update – October 2021
Global shares fell 3.8% and 3% in hedged and unhedged terms, respectively. After a period of strong outperformance, growth stocks led by...
RI Advice Monthly Market Update – September 2021
Global shares rose 2.7% and 3.1% in hedged and unhedged terms, respectively. The market was led higher by US tech stocks as investors...
RI Advice Monthly Market Update – August 2021
Global shares rose 1.8% and 4% in hedged and unhedged terms, respectively. Growth stocks outperforming following strong earnings results...
RI Advice Monthly Market Update – July 2021
Global shares rose 2.4% and 4.7% in hedged and unhedged terms, respectively. The rotation to stocks benefitting from economic recovery...
4 things you need to know before you retire.
One of the most commonly asked questions I get is “when can I retire?”. The normal, perhaps unsatisfying answer to the question is: “it...