Blog | COMPASS financial management

Investment outlook Q&A – recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics

COMPASS

Feb 231 min

Investment outlook Q&A – recession risks, rates and inflation, valuations, geopolitics, the US election and Swiftonomics

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights Rate hikes have worked in helping slow inflation and rate cuts...

COMPASS

Feb 232 min

Refinancing Made Easier

There is some opinion, backed by evidence, amongst market analysts, lending institutions and commentators, that we may have reached the...

Five problems with the Australian tax system – and the changes to Stage 3

COMPASS

Feb 231 min

Five problems with the Australian tax system – and the changes to Stage 3

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights The Australian Government’s changes to the Stage 3 tax cuts have...

Birthday, some great quotes & points of interest

COMPASS

Feb 231 min

Birthday, some great quotes & points of interest

Birthday This month we had one Birthday... Happy Birthday Danni!! Some great quotes…. If you are going through hell, keep going. –...

2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

COMPASS

Jan 251 min

2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights The five key themes for 2023 were: better than feared growth;...

Three aged care mistakes you should avoid

COMPASS

Jan 252 min

Three aged care mistakes you should avoid

Moving into residential aged care can be a stressful period with complicated rules, family conflicts and rushed timeframes. This can...

Falling inflation – what does it mean for investors?

COMPASS

Jan 251 min

Falling inflation – what does it mean for investors?

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights Inflation is in retreat thanks to improved supply and cooling...

COMPASS

Jan 252 min

Interest Rates and the Winds of Change

This week I have received two notifications from several lending institutions, advising they would be decreasing their fixed rate home...

COMPASS

Jan 251 min

Birthday, some great quotes & points of interest

Birthday This month we had one Birthday... Happy Birthday Kellie!! Some great quotes…. “I’ve never scored a goal in my life without...

COMPASS

Dec 18, 20231 min

2023 saw the return of Goldilocks, but what’s in store for 2024 for investors?

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights The five key themes for 2023 were: better than feared growth;...

COMPASS

Dec 18, 20232 min

The Importance of ‘truth’ in lending

Here’s a link to a recent ABC report on what’s referred to as ‘Liar Loans’ ....Link "More people looking to break into the property...

The RBA leaves rates on hold – have we finally reached the top?

COMPASS

Dec 18, 20231 min

The RBA leaves rates on hold – have we finally reached the top?

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights At its December meeting the RBA left rates on hold but retained a...

COMPASS

Dec 18, 20233 min

2024 Outlook

Article by Paul Taylor from Fidelity International 2023 has been another year of markets dominated by macro factors such as inflation,...

Christmas, some great quotes & points of interest

COMPASS

Dec 18, 20231 min

Christmas, some great quotes & points of interest

Some great quotes…. “May you never be too grown up to search the skies on Christmas Eve.” — Unknown “Even as an adult, I still find it...

Five constraints on medium term investment returns

COMPASS

Nov 27, 20231 min

Five constraints on medium term investment returns

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights Five megatrends suggest higher medium term inflation pressures &...

Don’t panic! Markets (mostly) shrug when geopolitics shock the world

COMPASS

Nov 27, 20234 min

Don’t panic! Markets (mostly) shrug when geopolitics shock the world

Courtesy of The Inside Adviser………author Nicholas Way Events like the Israel-Palestine and Russia-Ukraine conflicts may shock the world,...

Australian home prices up on supply shortfall, but at risk from high rates

COMPASS

Nov 27, 20231 min

Australian home prices up on supply shortfall, but at risk from high rates

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights Australian home prices rose again in October, with the supply...

The Self-Managed Super Fund (SMSF) Lending

COMPASS

Nov 27, 20232 min

The Self-Managed Super Fund (SMSF) Lending

Some years ago the major banks decided to withdraw from the Self-Managed Super Fund (SMSF) lending space. However, there is still strong...

Birthdays, Christmas, some great quotes & points of interest

COMPASS

Nov 27, 20231 min

Birthdays, Christmas, some great quotes & points of interest

Birthdays COMPASS has one birthday in November! Happy Birthday Lisa. We hope you enjoyed your Birthday celebrations! Some great quotes…....

1987 vs now - rising bond yields (& war in Israel) and the risks for shares

COMPASS

Oct 18, 20231 min

1987 vs now - rising bond yields (& war in Israel) and the risks for shares

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights The rise in bond yields has left shares offering a low risk...

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