Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Investments

(Video) MGD Investment Forum

Our MGD Investment Forum videocast features presentations from each of the investment specialists that were scheduled to speak at our April MGD Sydney Investment Forum, which we sadly had to cancel in light of the current health crisis. In the videocast, they each speak to their investment views and methodologies in the context of these challenging circumstances.

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(Video) Seeking safe passage

On Wednesday 1 April 2020, we hosted our webinar, "Seeking Safe Passage: Personal Financial Strategies for Times of Crisis" where Dr Michael E. Drew and Richard Marsden shared their expertise, thoughts and views on what investors and retirees are facing in the unfolding crises triggered by the global Coronavirus (COVID-19) pandemic. If you missed it, you can view the recording here.

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COVID–19: Dealing with uncertainty and ongoing financial implications

By John Barton
We’re all becoming accustomed to our daily (perhaps hourly) Coronavirus (COVID-19) updates. As we come to terms with the human and economic dimensions of this infection, and the increased uncertainty inherent in the situation, it is no surprise that we see a range of impacts in the real economy and financial markets.

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Investment fundamentals 102

By Rachel Barlow
This article is the second instalment in a series we have developed on investment fundamentals. Taken into consideration when planning one's approach to investing, these principles can help establish a strategy that accounts for personal preferences, financial situation and ideal investment outcomes.

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Time for a change?

By John Barton
Often referred to as the lucky country, Australia has long enjoyed the comfort of decades of sustained economic growth. This situation has facilitated the development of simple yet effective approaches to investment...

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Building a personal balance sheet with purpose: financial freedom and financial resilience

In this article we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.

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Is your SMSF investment strategy up to date?

By Andrew Albury
The ATO has recently issued notices to close to 18,000 SMSFs flagged as holding 90% or more of their money in just one asset class. The move comes as the ATO renews its focus on SMSF investment strategy requirements, specifically diversification and liquidity risks.

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Investment fundamentals 101

By Rachel Barlow
This article is the first instalment of a series we have developed on investment fundamentals which we will continue to build out over the coming weeks and months. The issues may be big or small, but ones we consider relevant for everyone, young or old, wealthy or aspiring to be so.

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A note from our Investment Committee: volatility in equity markets

By Stephen Furness
Large falls in equity markets in recent days have seen commentators focus on the increasing risks of a global recession. We provide a brief update below.

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Warren Buffett is not wrong – but not entirely right

By John Barton
Back in February, Warren Buffett released his 54th annual letter to the shareholders of Berkshire Hathaway. Since reading this year’s letter, I have been meaning to capture my thoughts on an aspect of Warren’s note that, while accurate, misses the point for most investors...

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The roaring 80s to today

By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.

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Post-election outcomes and considerations

By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Navigating 2019 Forum

Recently, we hosted our Navigating 2019 Forum where we heard from David Hudson and Dr Michael Drew. The event took place at The Grove in the CBD. Read on for more information, photos and a summary video from the event.

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Strategies for retiring in uncertain times

By Richard Marsden
After the last decade of economic and asset price growth, it is common for investors to remain optimistic or become complacent and assume the good times will keep rolling...

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Bitcoin: twelve months later

By Stephen Furness
Last December, Stephen Furness penned an article exploring cryptocurrencies, more specifically Bitcoin. Now, twelve months later, he reflects on how the digital currency market has fared.

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MGD Portfolio Solutions: commentary on overnight market falls

By Stephen Furness
We have seen some significant falls overnight in the US (around 3%), and the Australian equity market is down today (around 2%).

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10-years on… the balance of greed and fear

By John Barton
Ten years ago, we saw the bankruptcy of global investment bank, Lehman Brothers. In this article, John Barton reflects on the events that unfolded in 2008 and what investors can take away from it.

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