Newsletter | Edgeworth Partners

October 2019

William Shakespeare and the psychologist Carl Rogers are not often quoted in the financial press. More’s the pity. In this month’s newsletter, we look at the way people’s perceptions about financial markets can lag those markets by several years, and offer a simple solution that builds on Rogers’ insistence that “the facts are always friendly.” Read on to find out more.

September 2019

This month, we have an in-depth look at market volatility. It is something you hear about all the time, but not something people truly understand. We show you that market volatility is often associated with negative price changes - and discuss how you can benefit from this knowledge.

August 2019

Last month, we brought you a comprehensive analysis of the share market’s performance for the financial year just ended. This month we look at Australia’s largest asset class, residential property – while also observing that our share market reached record new heights during July 2019. We also take a look at deeming, which has been in the news of late.

July 2019

Happy new financial year! In this special newsletter, we give a comprehensive analysis of the performance of the Australian sharemarket over the financial year that has just ended. As you will see, the year was a ‘good average’ one. In our next newsletter, we will provide a comprehensive analysis of the Australian property market over the same time period. Enjoy

June 2019

In this newsletter, we examine whether the election influenced the share market, as was claimed by some sections of the media – not to mention Prime Minister Scott Morrison! We also re-visit some of the Coalition’s promises, so you can see how you fare from the election result.

May 2019

Welcome to our newsletter for May 2019. Having examined the Budget last month, this month we steer well clear of politics. Instead, we have a good look at the state of the share market and also have a good think about interest rates and their likely next move. Enjoy!

April 2019

Welcome to our newsletter for April 2019. A bumper edition, this one, as we reflect on the effects of the federal Budget from earlier this week. Whether the Treasurer’s announcements come to pass depends on what happens next month in the Federal election. But our analysis will help you make up your mind. We also take a look at the impact of a change that was introduced in last year’s Budget. Have a read and see if you are affected.

March 2019

Welcome to our newsletter for March 2019. In this edition, we take a deeper look at the Australian share market – which has ‘roared back’ since our last newsletter. Once again, we see the Australian market acting in concert with the US market. But we also include a discussion of dividends and the impact they have on overall returns for share market investors. We hope you enjoy the newsletter and that the month of March is a good one for you.

February 2019

Welcome to our first newsletter for 2019. We hope that this New Year will be a peaceful and happy one for you and your loved ones. We look forward to continuing to provide you with high-quality advice about all aspects of your financial management. Please do not ever hesitate to contact us if there is anything that you would like to discuss. We hope you enjoy our newsletter.

December 2018

The Australian share market continued its fall over the past month. Pretty clearly, this fall is being driven by changing sentiment in the US market. When we look at the drivers of the US market, this does not make a lot of sense. But the old saying appears to be true: when the American market catches a cold, the rest of the world sneezes.