Resources

Utilising Managed Accounts to build more efficient portfolios

Over recent years, Managed Accounts have become far more popular and accessible due to improvements in technology.

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Dealing with the Financial Challenges upon Separation or Divorce

The end of a relationship can be an emotional and traumatic time. You may feel anxious or overwhelmed about such…

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Blogs

Economic Snapshot September 2020

September saw a break in the rally in global equity markets. Several factors contributed to this, including signs that the global recovery, while proceeding, is nevertheless slowing down. Growing concerns about prospects for fiscal stimulus in the US added to the volatility, as did reports that Japanese firm Softbank had purchased billions of dollars of equity options, driving tech stocks up on speculative positions. 

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Cardena Investment Update First Quarter 2020

Cardena Director Tom McDonald shares his insights on key investment and market factors during the first quarter 2020

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Economic Snapshot January 2020

January was a dramatic month for the world economy and financial markets, starting with hostilities between the US and Iran and ending with fears about the new coronavirus (2019-nCoV) from China. Here in Australia, we had the extra difficulties from the terrible bushfires.

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Economic Snapshot December 2019

December closed out 2019 on a positive note with equities, bonds and commodites all raling as key economic data steadied and the US and China agree to sign the Phase One trade deal. Central banks, including our Reserve Bank, flagged their intention to keep providing liqudity support for the foreseeable future. 

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Economic Snapshot November 2019

November was a good month for euity markets as the broad risk-on thesem continued. Both the local and US equity markets reached new highs. In contract, the performance of bond markets was mixed, especially for the global bond markets. where expectations of further interest rate cuts have diminished. 

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Economic Snapshot October 2019

After starting October on a cautious note, markets became a little more optimistic about global economic conditions as the month progressed. News that the US  and Chine would sign the so-called "Phase 1" agreement in the trade dispute contributed to the markets improved mood, as did the Ferderal Reserve cutting the cash rate by another 0.25%.

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