Newsletter | Edgeworth Partners

April 2018

Welcome to our April newsletter. March was quite a month on world share markets, with the US’ introduction of trade tariffs spooking shareholders in that country and others, including Australia. Our market fell, but by nowhere near as much as the US market. What will happen next? In property, prices continue to cool in Australia’s largest markets. Is this a peak or a plateau? Read on to find out.

March 2018

This newsletter continues our focus on using the current state of the markets to teach our readers more about investing. The share market had a sharp fall and a gradual rise during February - read on to find out more.

February 2018

Welcome to 2018! This is our first newsletter for the year and we take the opportunity to wish you all the very best for the coming 12 months. This newsletter includes a property and share market update, and we are releasing it at the same time as we are releasing our updated Guide to Negative Gearing, which you can access from our website.

December 2017

In this newsletter, we run the ruler over the property and share market returns not just for this month but for this entire year. We also reproduce some articles on behavioural finance that we recently published on our website.

November 2017

In this newsletter, we look again at the property and share markets, examining a recent reduction in auction clearance rates and what that might mean for demand across Australia’s housing markets. We also explore the role of banks in the Australian sharemarket, using them to explain why the month of October was a good one for Australian shareholders.

October 2017

In this newsletter, we look at some intriguing data from Australia’s capital city property markets. Put simply, when we join the dots on a few important pieces of economic data, we can see that there has never been a better time to be an Australian. We also look at the Australian sharemarket’s performance in the month of September. It’s not a long look though, because the market was wonderfully boring during that month.

September 2017

In this newsletter, we look at ‘who’s who’ in share investing. Specifically, we talk about who you are likely to be buying from or selling to when you invest directly in shares. We also examine the Reserve Bank’s recent decision on interest rates and recommend an approach that we think will suit anyone with debt.

August 2017

This newsletter combines our regular property and sharemarket updates. We discuss the latest findings of the ASX Russell Long-Term Investing Report, which show that residential investment property has once again been the best performing asset class over the last 10 and 20 year periods. Interestingly, the share market has not done as well - although this has much to do with the ‘point-to-point’ nature of the 10 and 20-year time periods that were examined.

July 2017

The financial year that has just ended treated investors well. Average share market returns were around 14% - which will have a flow on impact on superannuation benefits as well as have an obvious impact on direct investors into the equity market. In this edition of our newsletter, we don’t just review the past month of share market returns – we have a look at the last five years. We also discuss an interesting phenomenon in the housing markets around Australia. Finally, we discuss the changes to superannuation taking effect from this week – and show you how they may affect you.

June 2017

June is usually a busy month for financial advisers and our clients. The financial year ends this month and that means that anything that needs to be done for the 2016/17 tax year needs to be done now. So read on and please do not hesitate to get in touch if there is anything you need help with before the end of June.