Friday, July 05, 2024

June 2024

1-7 out of 7 results.
Asset classes, asset class returnsAsset allocation, portfolio construction
Another good financial year for lazy investors! How did your returns stack up?

Today's chart shows returns from the main asset classes and sectors for Aussie investors for 2022-3 and 2023-4, including returns from a standard, passive 70/30 'growth' portfolio mix. How did your returns stack up? 

Ashley Owen Jun 30, 2024
Exports, tradeAustralian economyAgricultureCommodities & Mining
RBA Deputy Governor opens speech with my chart!

A bit chuffed this week. RBA Dep Gov opened his keynote speech at a major economic forum - with one of my charts. What does he see as Australia's three main sources of wealth and prosperity (and why they matter in future)? How does he see monetary policy being managed in future? What are his observations on Australia - as a 'Stranger in Paradise'?

Ashley Owen Jun 28, 2024 2
Exchange Traded FundsAsset allocation, portfolio constructionRetirement planning
My '10-4' all-weather ETF portfolio - Intro

This is my '10-4' all-weather ETF portfolio. It's a simple, low-maintenance, low-cost, long-term diversified ETF-based portfolio that I use for my own long-term money, and as a template for discretionary portfolios for thousands of investors over the past 2 decades. It's simple, effective, and it works. 

Ashley Owen Jun 25, 2024 10
Stock storiesBondsAustralian shares
High Yield Debt case study - Virgin Notes

Last week I wrote about the Virgin Airlines disaster for shareholders. That was only half of the story of Virgin's last shot as a listed public company. Here is the other half of the sorry tale - the fate of the buyers and owners of $325m of Vigrin Notes - on the debt side of the balance sheet. It makes a great case study in high-yield / high-risk debt. Are there any new lessons to be learned?  &

Ashley Owen Jun 18, 2024
Stock storiesAustralian shares Investment & Wealth Mgmt
Virgin Airlines round 1: Crash Landing for investors

Virgin Airlines is in the news again. It is being tarted by shifty private equity trickers hoping to lure another batch of gullible investors into parting with their hard-earned cash - again. Before getting into the merits of Round 2, it’s worth taking a look at what happened in Round 1.  What are the lessons from the last sorry tale? Has anything changed?

Ashley Owen Jun 11, 2024
How to not run out of money in retirement - 4 big problems with life expectancy tables

We gotta talk about the ‘D’ word. Our ‘Demise’. (Ok, let’s face it – ‘Death’). Where are you and your family on the Survival Probability Curve? What are the prospects of you living to 100 or beyond? How will you finance it?

Ashley Owen Jun 06, 2024
Australian shares International sharesBondsAsset classes, asset class returnsInflation
May 2024 Snapshot: Inflation, trade wars, but shares stronger. How is your 2023/4 year shaping up?

May 2024 Snapshot: inflation sticky, trade wars escalate, but shares heading for another good year. How is your 2023/4 year shaping up?

Ashley Owen Jun 02, 2024

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Dr Don Stammer - Australia’s most respected economic writer, commentator, and speaker for the past 40 years, with a distinguished career including the Reserve Bank of Australia, Chief Economist at Deutsche Bank Australia for 21 years, chair of nine ASX companies, plus numerous non-listed and not-for-profit boards. Read more

“What sets Ashley Owen’s analysis apart from investment banks and the financial press is his deep fact-based understanding of long-term financial data, rather than getting caught up on the daily noise over issues that may generate trades or sell newspapers today, but will be irrelevant and misleading two years from now.” 

Hugh Dive, CFA. Chief Investment Officer, Atlas Funds Management, and frequent expert commentator quoted in the AFR.

‘For many years, Ashley has been my go-to source of information and analysis on what’s going on in financial markets and why.’

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“Ashley’s unique fact-based analyses and insights into Australian and global markets are always worth reading. He has an incredibly deep and comprehensive store of financial markets data.”

Chris Cuffe, AO – One of Australia’s best known and most experienced investment managers – former CEO of industry giants Colonial First State, then Challenger Financial; founder and Chair of Australian Philanthropic Services, and Third Link Growth Fund; current/former chair, director and/or investment committee member of numerous funds including UniSuper, Argo Investments, Hearts and Minds Investments, Paul Ramsay Foundation, and many others. Read more.

 

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.