Market Commentary – June 2017

Jun 30, 2017

Market Commentary – June 2017

The ASX200 index experienced a disappointing quarter falling approximately 2.5% to 5,721. The market began the quarter surging towards 6,000 points before being dragged back primarily by the four major banks. The banks experienced large share price declines between 10-20% triggered by the announcement of

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Market Commentary – March 2017

Mar 31, 2017

Market Commentary – March 2017

The Australian market remains resilient despite the ongoing global political turmoil. The S&P ASX 200 rose 3.5% to close at 5,865. The ASX 200 continues to benefit from price recovery in the top 20 stocks by capital weighting including house hold names the likes of the banks, big resource and insuran

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Fund in Focus: AMP Core Infrastructure fund

Dec 31, 2016

The AMP Core Infrastructure fund has been a recent addition to the Limberg Asset Management investment models in July 2016. The Infrastructure fund has been included to provide the models with a different asset class that is diversified from traditional equities and bonds. Infrastructure assets traditionally have defensive characteristics as they invest in large

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Market Commentary – December 2016

Dec 31, 2016

Market Commentary – December 2016

The Australian market has proven very resilient despite the political turmoil over the last 12 months. With the S&P ASX 200 shrugging off the election of Donald Trump to achieve a 4.6% increase for the quarter.  Market conditions continue to be fractious, but not without opportunities. The ASX 20

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Fund in Focus: AMP Wholesale Australian Property Fund

Sep 30, 2016

The AMP Wholesale Property fund will be added to the investment models in the near future. The reason for adding this investment is to gain exposure to property. Property traditionally has a low correlation to equities providing diversification with sustainable income from tenants rent and capital growth from quarterly property revaluations.

Fund objective: Th

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Market Commentary – September 2016

Sep 30, 2016

The S&P ASX 200 has achieved a 3.87% increase however the increase does not reflect the extraordinary volatility throughout the quarter. Since February 2014 the market has fluctuated in a tight sideways channel.  Market conditions continue to be fractious, but not without opportunities. With the top companies in the ASX 200 regaining some momentum due to imp

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Fund in Focus: Australian Ethical – Australian Shares Fund

Jul 14, 2016

Fund in Focus: Australian Ethical – Australian Shares Fund

The Australian Ethical – Australian Shares Fund uses an Ethical Charter to seek out or avoid investments that do not fit within the charter as being socially or ethically responsible. Australian Ethical believes in the transformative power of money to achieve posi

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Market Commentary – June 2016

Jun 30, 2016

Market Commentary – June 2016

The S&P ASX 200 has risen 3% with volatility continuing throughout the quarter. Since August 2015 the market continues to fluctuate in a tight sideways channel.  Market conditions are proving difficult but not without opportunities. With the top 20 shares in the ASX 200 continuing to face significant

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Brexit, the economy and financial markets

Jun 28, 2016

On Thursday 23 June, Britain voted to ‘Leave’ the European Union (EU) 52 – 48 per cent. But the debate about the implications for economies and financial markets is just beginning.

The magnitude of the impact on markets and economies is open to debate. The likely rol

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Market Commentary – March 2016

Mar 15, 2016

Market Commentary – March 2016

The S&P ASX 200 has fallen 4% in another volatile quarter. The market fell heavily from the New Year high with the ASX 200 falling 8% in January and recovering slowly in February and March. The major financial themes impacting the Australian market continue to be:

  • The price of commoditie

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