Category Archives: Investment Update

Why rates aren’t going up in Australia
By Fenwickefinancial On July 26, 2018

It wasn’t so long ago that everyone was wondering when rates were going to rise. Now it’s looking like we will be waiting for a while before the Reserve Bank …

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2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around
By Fenwickefinancial On July 12, 2018

Introduction The past financial year saw solid returns for investors but it was a story of two halves. While the December half year was strong as global share markets moved …

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Trade war risks are escalating – but a negotiated solution remains most likely
By Fenwickefinancial On June 26, 2018

Introduction The threat of a full-blown trade war has escalated in the last few weeks with the G7 meeting ending in disarray over US tariffs on imports of steel and …

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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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The medium term investment return remains constrained
By Fenwickefinancial On November 16, 2017

Introduction The last five years have seen strong returns for diversified investors thanks to double digit gains in shares (after a rebound from a mini bear market around the Eurozone …

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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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