Heart and head: managing an inheritance
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Receiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional path, and one you should tread carefully.
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News From Wynyard Park Private Wealth
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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
New diabetes and obesity drugs show promise for patients and investors
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Profound advances in a class of drugs that have proven successful at treating the twin epidemics of diabetes and obesity represent a golden age of health care innovation.
Read MoreRebalancing – what it is, why it matters
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Whether you work with a financial adviser or manage your own portfolio of investments, it’s important to understand the role of rebalancing and regularly review your asset allocation.
Read MoreLa Nina to El Niño: How your investments may be impacted
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El Niño and La Niña are opposite phases of a naturally occurring climate cycle that affects weather patterns around the world.
Read MorePay down mortgage or boost super – which is best?
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You might be wondering what to do with your cashflow given the recent rise in home loan interest rates. Should you pay off your mortgage faster or save more in super?
Read MorePower-hungry AI a watch-out for equity investors
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In all the investor excitement about AI equities, investors may be missing a crucial factor. Pendal equities analyst Elise McKay explains.
Read MoreWhy you should worry about the new super tax – even with less than $3m
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These two worked examples show how the taxing of unrealised capital gains can have unintended consequences.
Read MoreWhen markets twist and turn, flex your fixed income
/Investors are grappling with a number of market and economic issues at present, including high inflation, geopolitical risks, banking sector worries, and heightened uncertainty over the path of monetary policy.
Read MoreMacro Perspectives: Recession, inflation and duration consideration
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From a macroeconomic perspective, 2022 centered around the actions of reserve banks around the world.
Read MoreWhen the falling AUD can benefit your investment portfolio
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While the Australian Dollar has been sinking versus the US Dollar for the majority of 2022, many have seen a big hit to the hip-pocket when it comes to the cost of travelling or paying for goods or services from the US.
Read MoreThree decades, zero emissions: The future of decarbonisation
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Transformation of the energy grid as well as increased investment in renewables will result in an opportunity for investors spanning multiple decades as companies start executing on their net zero promises.
Read MoreIt’s green, but is it a good investment? Here’s how to know
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Investment managers analyse green investments against a range of benchmarks, but it boils down to three things, says Regnan’s Maxime Le Floch.
Read MoreWill you be able to live the retirement lifestyle you want to?
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Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement.
Read MoreThe case for a balanced portfolio
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Investing in a globally diversified portfolio with a mix of equities, bonds, alternatives, property and cash has proven a sound strategy for long-term wealth creation says Pendal’s head of multi-asset Michael Blayney.
Read MoreFixed income – new dynamics demand fresh thinking
/How changing markets require investors to think and act differently.
Read MoreComing soon, to a world near you
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From spending time in virtual reality worlds to sitting down for a meal made of bugs, our day-to-day life tomorrow could be very different to the one we know today.
Read MoreInvestment or speculation – where does cryptocurrency fit?
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Unlimited opportunities exist today to invest your money and cryptocurrency (or crypto) is one of the latest buzzwords in the finance world today. But what is crypto really, and how do you decide whether it’s the right ‘investment’ for you?
Read MoreEconomic outlook : March 2022 Quarter Economic Review
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On the inflation front, notably in the US, prices of durable goods were unchanged from January to February, while prices of non-durables were up by 1.8%, largely due to rising energy prices.
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