Newsletter | Affinity Wealth Plus

July 2020

July 2, 2020

Welcome to our newsletter for July. This is also the newsletter in which we reflect on the month of June, which is of course the last month of the 2019/2020 financial year. And what a year it’s been! We have never seen anything like it - and we sincerely hope never to see anything like it again. In this newsletter, we focus on the impact of the coronavirus on the two major investment markets: the sharemarket and the residential property market. We also look at some representative pieces of commercial property to examine the impact of the virus on the commercial property sector to date and the expected impact on that sector into the future. We hope you enjoy the newsletter and we wish you all the very best for the financial year just commencing.

June 4, 2020

In this edition of our newsletter, we look at the continuing rise of the share market and ask, why? We also look at the early ‘Corona-impact’ on residential property prices and remind everyone that, if you want your child to have the best chance of being a number 1 draft pick in the American National Basketball Association, you should move to Melbourne before you give birth. Read on to see what we mean.

May 7, 2020

In this edition of our newsletter, we review all of the commonwealth stimulus that has been announced so far. We also take a look at both the share and the residential property markets. Both of these markets rose in the month of April. However, the one thing we can say with certainty is that April probably won’t tell us what will happen in May!

April 2, 2020

In this edition of our newsletter, we discuss the third round of Commonwealth stimulus measures that were announced earlier this week. We also try to take a longer-term view of the Australian economy and in particular the sharemarket, by harking back to other disruptive periods in history and seeing what at least one prominent player from the GFC has to say about the current Coronavirus crisis.

As always, we hope that you and your loved ones stay safe and well in these unprecedented times.

March 5, 2020

In this edition of our newsletter, we take a sober look at the current state of the share market and, in particular, the impact that fears around the coronavirus are having on the market. The virus is obviously a very serious thing and we sincerely hope that neither you nor any of your loved ones are affected by it.

Our analysis does point to ways that you can minimise the risk of events such as the virus negatively affecting your portfolio. If you would like to know more about these techniques, please do not hesitate to get in touch.

February 6, 2020

Welcome to the 20’s. That’s right, we find ourselves once again at the dawn of a new decade. We hope that the coming years bring peace and prosperity to you and all of yours.

This year’s newsletters will have a new format – we hope you like and we look forward to seeing you again soon!

December 5, 2019

This is our final newsletter for 2019 - we hope you have enjoyed reading our newsletters as much as we have enjoyed putting them together for you. In this edition, we look at the performance of these markets over the 2019 year - and see that both markets have performed extremely strongly.

October 31, 2019

In this month’s newsletter, we look at the state of the share and residential property markets, and the way in which interest rates (amongst other things) are affecting our main property markets. It looks awfully like the property market has bottomed out, at least in the larger capital city markets.

October 3, 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 5, 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.