Category Archives: Financial Planning News

Investing in infrastructure
By Fenwickefinancial On May 23, 2018

Last year we added a dedicated infrastructure exposure to our client portfolios. After some extensive due diligence we selected the Magellan Infrastructure Fund as our preferred exposure. They have just …

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The “gradually” maturing investment cycle – what is the risk of a US recession?
By Fenwickefinancial On February 26, 2018

Introduction 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 …

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The Fed hikes again, still gradual but likely to be a bit faster next year – implications
By Fenwickefinancial On December 18, 2017

Introduction Two years after it first started raising interest rates in this cycle in December 2015, the Fed has increased rates for the fifth time, raising the Fed Funds rate …

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Why cautious optimism is better for your investment health than perma pessimism
By Fenwickefinancial On December 4, 2017

At the start of last year, with global and Australian shares down around 20% from their April/May 2015 highs, the big worry was that the global economy was going back …

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Five great charts on investing for income (or cash flow)
By Fenwickefinancial On November 2, 2017

Introduction The low interest rates of recent times along with periodic turmoil in investment markets has provided us with a reminder of the importance of the income (cash) flow or …

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2017 – a list of lists regarding the macro investment outlook
By Fenwickefinancial On January 25, 2017

Introduction Despite a terrible start to the year and a few political surprises along the way, 2016 saw good returns for diversified investors who held their nerve. Balanced super funds …

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The 9 (bad) habits of highly ineffective investors – the common mistakes investors make
By Fenwickefinancial On November 29, 2016

Introduction In the upside-down world logic that applies to much of investing, there are a bunch of mistakes investors often make which makes it harder for them to reach their …

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Trump Triumphs – Implications for the US economy
By Fenwickefinancial On November 9, 2016

2016 US Presidential Election – Trump Triumphs After eleven months of campaigning, the US has now voted and elected its 45th President, Donald Trump. The election of Donald Trump to …

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Donald Trump elected President of the US. Implications for investors and Australia
By Fenwickefinancial On November 9, 2016

Introduction After a seemingly long and difficult campaign Donald Trump has been elected president of the United States with the Republican Party retaining control of the House, and the Senate, …

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54.2 million worries – five ways to help manage the noise and turn down the worry list
By Fenwickefinancial On October 27, 2016

Introduction We are going through one of those periods where it seems there is a long list of things for investors to worry about: the US election; the Fed; ever …

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