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US Election 2016: Trump Wins. How Markets will React?

How Markets will React: A Short, Medium and Long Term View. Keeping an eye on the short term While there was a quick selloff at first signs of a conclusion to the U.S. elections, and markets seem to have recovered quickly, there still may be some near-term volatility. As with many geopolitical events that generate market swings, the first priority is to rationally evaluate your chosen investment strategy. Review your primary market indicators (we use cycle, value and sentiment), consult your [...]

2016-11-10T03:54:05+00:00November 10th, 2016|Economy, FinSec Post, Investment, The Verdict, The View|

Federal Budget 2016/17 Our Verdict: The Less is More Budget

Scott Morrison's maiden budget speech was the first since Peter Costello's debut 20 years ago that did not include the word 'surplus' an unreported, but perhaps telling, fact. It is no secret that the 2016 Federal Budget made negligible progress on improving Australia's bottom line. Projecting a small surplus way out in 2020/21 it has experts concerned about the future of Australia's AAA credit rating. But, to its credit, this pre-election budget didn't make things worse. Debt accumulation seems to be [...]

2016/17 Federal Budget Report

Excerpt: 2016/17 FEDERAL BUDGET REPORT May 2016 For us, the big story out of Budget 2016 is of course Morrison’s crackdown on high-end super tax concessions. Ten years on from Costello’s tax-free super savings and now, on the other side of the resources boom, Morrison has redefined the purpose of super as a substitute or supplement to the welfare safety net of the aged pension, not a vehicle for wealth accumulation or bequests. Whilst we welcome the fairness measures and in [...]

2019-07-31T00:53:31+00:00May 26th, 2016|Economy, Federal Budget, The Story, The Verdict, The View|

2016 The Year of Volatility

Given the relentless media coverage of the issue, it will come as no surprise that markets have been in a state of volatility since the start of the year. This volatility comes off the back of the second half of 2015, seeing a 10% reduction in the value of the Australian market. So all in all, not a market that is causing investors to sleep without a tad of anxiety. Having mentioned the media, let's not forget that good news doesn't [...]

2016-02-29T05:02:56+00:00February 29th, 2016|Economy, FinSec Post, The Verdict, The View, Weekly Market Update|

Less Politics, More Economics – The Verdict Budget 2014/15

THE BUDGET WE HAD TO HAVE! "The Budget should be balanced, the Treasury should be refilled, public debt should be reduced, the arrogance of officialdom should be tempered and controlled, and the assistance to foreign lands should be curtailed, lest Rome will become bankrupt. People must again learn to work instead of living on public assistance." - Cicero , 55 BC We can't help but think Cicero was on the money (no pun intended) when he proclaimed these words so long ago. [...]

2014-05-29T02:27:39+00:00May 28th, 2014|Federal Budget, FinSec Post, The Verdict|

THE VERDICT: Federal Budget 13/14

THE GOOD, THE BAD AND EVERYTHING IN-BETWEEN This Budget could be described as uneventful as it contained little in the way of sweeteners for middle-income earners, families and pensioners. Many of the key announcements were released pre-budget and confirmed by the Government in the budget papers. These include a number of changes to the superannuation system such as an increase in the concessional contributions cap for older Australians, changes to the excess contributions tax regime and 15% tax on certain earnings [...]

2013-07-02T05:49:32+00:00May 21st, 2013|The Verdict|