Credit Suisse has published an article (which we have reproduced in full) explaining why it’s appropriate to continue holding bonds in a low or negative yield environment (4 mins read).Read More
We look at research data which quantifies the value of working with an adviser who doesn’t attempt to predict which fund managers and stocks will outperform (5 mins read)Read More
The team at Stewart Partners is proud to report that, last week, our Senior Adviser, Brendon Vade, won the 2019 IFA (Independent Financial Advisers) Award for Holistic Adviser of the Year.Read More
Most investors are so consistently wrong that merely avoiding major mistakes is enough to earn you investment returns much higher than the average investor receives (2 mins read).Read More
One question we’ve never excelled at answering is “what do you do?”, because if you asked this question to each of our clients, there’d be an array of responses. To help you understand what we can do for clients – beyond investment advice – we’ve detailed several real matters we’ve helped clients with over the past year. (6 mins read)Read More
We look at market returns for the year to 30 June 2019 and key takeaways for investors.Read More
A couple who are clients of Stewart Partners and dedicated philanthropists recently reflected on their experiences and learnings to provide us with 10 lessons for giving, which they’ve kindly allowed us to share with you. (4 mins read)Read More
The past decade in Sydney has seen periods of strong, above average house price rises, but also declines. So over time, would you have been better off investing in shares or Sydney property? (4 mins read)Read More
With Australia in the middle of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios.
This article considers market performance around past elections and some of the major policies the two major parties are taking to this election. (4 mins read)Read More
We all know, or should know, that when you include publicly listed shares in your investment portfolio, the daily price movements can be quite a rollercoaster at times. However, few investors understand why, when share prices fall, it really is the worst time to sell. This article explains “why“ (4 mins read).Read More
This Budget is a reflection of the upcoming election.
In this article we focus on the details that may impact clients of Stewart Partners.Read More
On occasion a financial journalist will break ranks and spill the beans on why they write articles they know offer zero value to their readers.
Michael Pascoe is one of Australia’s most experienced and respected finance journalists. For many years, he hosted the Nine Network’s Sunday morning business program. Now, well into his 60s, he has admitted that most daily financial markets reports are rubbish and that for journalists, they are a meaningless grind. (4 mins read)Read More
John (Jack) Bogle, the Vanguard Group founder and father of the index fund, died in January at the age of 89.
You may not know the name well, but he’s had by far the biggest impact on the investing public than any other individual. Ever. (2 mins read)Read More
On Monday Commissioner Hayne made public his findings and recommendations on the Financial Services industry. His report appears measured and pragmatic, but will take time to implement. The Federal Government has said it will act on 75 of 76 recommendations. We have identified a few pertinent matters to share with you. (4 mins read)Read More
Many investors want the world to be a better place, but not at the expense of their personal financial security and lifestyle. The question then becomes: can a conscious investor help to create a better world with his or her portfolio without sacrificing returns along the way? Fortunately, the answer is yes. (6 min read)Read More
2018 was the most volatile year for global markets since 2011. We reflect on the key takeaways from the past 12 months (4 mins read).Read More
“Innovations usually begin life with an attempt to solve a specific problem, but once they get into circulation, they end up triggering other changes that would have been extremely difficult to predict.” Steven Johnson, How We Got To Now
Change always comes as a surprise, and investors need to be ready for this. (4 mins read)Read More
Sometimes when markets are experiencing volatility, it’s worth reminding ourselves that these events are a normal part of investing and do not necessarily require any action. (3 mins read)Read More
What is the purpose of financial news? Seriously, what purpose does it serve?
We have long cautioned our clients from reacting to articles they read in the Business section, and some recent articles help provide further guidance on how we absorb news [6 mins read].Read More
Temperament is critical to successful investing because markets persistently test investor discipline with long periods of volatile and/or poor performance. Warren Buffett recognised this when he said people frequently make the mistake of feeling they have do “do something” when markets are volatile.
A friend of Stewart Partners, Larry Swedroe, has more. (5 mins).Read More