Investing

2023 Q3 September Quarter Review

  • US still performing strongly while EU economy struggles.

  • AI driven rally fades as global share markets post small loss in Q3.

  • Energy posts strong gains with oil production cuts.

  • Bond prices pushed down again with rate expectations.

  • Australian property prices still moving upward, with Hobart the exception.

  • The SPIVA Mid-Year Scorecard and a brief look at fund survivorship. 

Information, Health & Hygiene

Doctors and financial advisers are at the front line of diagnosing problems and offering solutions to lead healthier and wealthier lives. They are also on the frontline for diagnosing misinformation. Yet, financial advice can be regarded as an intangible because you rarely get to see the sliding door or “what if?” scenario. It is only when you see or hear of someone else ‘‘blowing themselves up’’, do you realise how valuable it is.

2023 Q2 JUNE QUARTER REVIEW

  • Tech behind global market gains across Q2.

  • Australian market more tepid.

  • Inflation continuing to cool, but maybe not enough. 

  • Bond prices fall with potential for further rate increases.

  • Australian property market continues to gain despite rates.

  • The age of AI investment scamming begins to take shape.