Insights

Find out about helpful strategies, market reports, insights and tips to assist in shaping your financial future

2024 – a list of lists regarding the macro investment outlook
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2024 – a list of lists regarding the macro investment outlook

(Reading time: 7 - 13 minutes)

Key points

  • 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, the anticipation of interest rate cuts in 2024 and better than feared economic growth. There were bumps along the way, but balanced super funds returned around 9.5%.
The income or growth conundrum

The income or growth conundrum

(Reading time: 2 - 4 minutes)

Both income and capital growth are important aspects of investing, but they can serve different purposes when part of a well thought out strategy, which is prioritised based on your needs, objectives, and circumstances.

Uncertainty & volatile world markets a review of 2023
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2023 the year in review

(Reading time: 7 - 13 minutes)

Key points

    • 2023 was a year of extreme volatility and uncertainty. Central banks around the world confirmed a commitment to higher interest rates due to inflation concerns.
Focusing on the right thing with investing

Focusing on the right thing

(Reading time: 2 - 4 minutes)

It certainly can't have escaped your notice that the shares in the top companies of Australia and the world got hit mighty hard last year. The extreme volatility has dominated the news headlines, adding fuel to the post Covid uncertainty.

Transitioning into retirement? Start to get your buckets in place early.
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Transitioning into retirement? Start to get your buckets in place early.

(Reading time: 2 - 4 minutes)

Don’t put all your eggs in the one basket. Us planners use the word diversification to explain this concept.

Recession & volatile world markets
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Volatile world markets

(Reading time: 2 - 4 minutes)

Feeling a bit seasick from the volatility of the world’s financial markets?

Five charts on investing to keep in mind in rough times like now
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Five charts on investing to keep in mind in rough times like now

(Reading time: 5 - 9 minutes)

Key points

  • Successful investing can be really difficult in times like the present with immense uncertainty around the impact of coronavirus on the outlook.
2022 review & 2023 outlook

SFP Insights - 2022 review & 2023 outlook

(Reading time: 7 - 13 minutes)

Key points

  • 2022 was dominated by high inflation, rising interest rates, war in Ukraine & recession fears. This hit bonds & shares hard, driving reductions in the prices for growth accounts, offering rare buying opportunities for dollar cost averaging strategies. Income returns from diversified growth portfolios remain solid and above average.