Global shares rose 3.3% and 0.6% in hedged and unhedged terms, respectively. Emerging markets continued to rally (up 4.6%) driven by stronger economic data in China with business surveys such as the Caixin PMI pointing to stronger improvement while June quarter GDP showed a sharp bounce back into positive territory.

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If you are worried about the rising cost of living expenses and are not seeing any wage increases, then it’s time to get organised with your finances, set a realistic budget, work out what you can do without and where you can invest to save.

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Global shares rose 2.3% and fell -1.1% in hedged and unhedged terms, respectively. Emerging markets bounced back strongly (up 3.5%) driven by stronger economic data in China with business surveys such as the Caixin PMI seeing a return to growth continue for Chinese businesses.

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At some point you will retire. Many of us hope that is sooner, rather than later. We hope that we can retire with enough life left in us to enjoy all the things that took a backseat during our working years. We want enough money to be comfortable and safe in the knowledge we won’t run out of money and have to go back to work, unless of course we want to.

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Global shares rose 4.7% and 3.4% in hedged and unhedged terms, respectively.

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Are you a new technology pioneer, or a proud ‘technophobe’? Wherever you sit on the digital spectrum, the transformative power of technology is undeniable. What’s important is how you harness it.

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Global shares rose 10% and 3.6% in hedged and unhedged terms, respectively. Emerging markets were relative underperformers (up 2%) as their currencies remained under pressure during the month with the Australian dollar appreciating against the Chinese Yuan, Brazilian Real and others. Factors such as sizeable coronavirus outbreaks in emerging markets (excluding China) played a contributory role.

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Over the last 20 years, since 1999, the percentage of Australians age 65 years or over increased from 12.3% to 15.9%.

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Take a long-term view. Investment results tend to vary more widely when you just consider the returns over a period of one year. Ten-year returns are generally much more stable and a lot more predictable as can be seen in the chart below.

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Who would have thought Australia and indeed the world would experience such a drastic situation we all now find ourselves in with the onset of COVID-19? However, we believe that at any previous time it is now that our clients (and our fellow Australians in general) need professional, sound financial advice like never before.

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