Zen of a market crash Market corrections , market dips, bear markets..... who loves them? Not many...but what if I told you that maybe you should…?Actually, they’re never called any of the above. They’re always called a crash. Read more
What’s Really Going on in the World Economically ...Without the BullshitThe Global Financial World has had a lot going on over recent years. Ever since the Global Financial Crisis, interest in the economic situation has peaked among the general public, although it is easy to get lost in the financial jargon. Read more
The lucky country... Three reasons why Australia may come through this period of global misery better than most countries. Read more
The long-term impacts of COVID-19 on the Australian economy As Australia continues to weather the COVID storm, it’s easy to only focus on the present. Read more
Simple…Doesn’t Mean Easy Should you be concerned about what's going on in the share market/s lately? Read more
Shares hitting bear market territory The fear of fear itself or something more fundamental? Following are some key points: The malaise in financial markets is continuing with Australian shares now joining Europe, Japan and emerging markets in a bear market. Read more
SFP Market Update and Commentary - April 2021 - Your questions answered Is the global economic recovery on track?Yes. We anticipate global growth around 5.5% this year on the back of reopening sustained by vaccines, fiscal stimulus, easy money and pent-up demand as evident in double digit household saving rates. Global business conditions are strong. Read more
SFP Investment Outlook Q&A - February 2022 Key points Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term. Read more
SFP - 2018 Federal Budget Review What does the 2018-19 Federal Budget mean to the majority of our clients?Watch the following video for a summary of proposed changes in Federal Budget 2018-19 by Sydney Financial Planning's CEO Bill Bracey. Read more
Seven key charts for investors to watch regarding the global economy and investment markets this year Key points Shares are at risk of a short-term correction or consolidation, but investment markets should provide solid returns this year on the back of continuing economic recovery and low interest rates. Read more
Review of 2020 and the 2021 road to recovery Key points 2020 was dominated by the coronavirus pandemic but shares saw okay returns on the back of policy stimulus and vaccine optimism – resulting in constrained but positive returns for balanced growth super funds. Read more
Nine reasons why recession remains unlikely in Australia Key points Australian growth is likely to remain weak over the next year. Expect further monetary & fiscal stimulus. Read more
Macro Investment Update - January 2022 Key points 2021 saw strong investment returns with low volatility. Read more
Higher global inflation and higher bond yields What’s the risk and implications for other assets like shares & property? Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely to raise rates more than the market expects this year. This supports the view that the 35-year super cycle decline in bond yields is over. Read more
Happy New Financial Year 2019! Happy end of financial year! Bill Bracey of Sydney Financial Planning provides an economic update for the new financial year (July 2019). Read more
Further Federal Government Stimulus Package announced On 22 March 2020 the Government announced a further package of measures designed to stimulate the economy and assist individuals and businesses with mitigating the negative economic impacts associated with the Coronavirus pandemic. Read more
Escalating US-China trade war triggering (another) correction in share marketsKey points The trade war between the US and China is escalating, posing a rising threat to global growth. Although we remain of the view that a deal will be reached, the risk has increased. Read more
Correction time? Shares get the wobblies – seven things investors need to keep in mind. Key points Share markets have hit the wobbles lately on the back of a long worry list ranging from growth concerns, central bank tapering, the US debt ceiling and fears of about China Evergrande’s problems. Read more
August Economic Update 2020 We look at a few statistics on what has happened with the economy so far and insights into what's to come. Read more
54.2 million worries – five ways to help manage the noise ...and turn down the worry listWe 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 present fears about a break of the Eurozone; and China. Read more
2019 Federal Budget announces a $7.1 Billion suplus in next financial year The 2019-20 Federal Budget promise...This evening the government has stuck to its plan for building a stronger Australian economy, headlined by announcing a $7.1 Billion surplus next financial year. Below is a link to our practical summary of the pre-election budget Read more
2019 – a list of lists regarding the macro investment outlook Key points Despite continued volatility, 2019 is likely to be better for diversified investors than 2018 was. Watch the US trade war, the Fed, global business conditions indicators, Chinese growth, politics and the Sydney and Melbourne property markets as well as the upcoming Australian Election in May 2019. Read more
Australia slides into a “per capita recession Key points Australian growth slowed even more in the December quarter. Growth may bounce back a bit this year, but the housing downturn will likely constrain it to around 2- 2.5%. As a result, unemployment is likely to drift up and wages growth and inflation remain lower for longer. Read more