Investments Archives - MGD

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

Quarterly Market Update | November 2023

17 November 2023
In this video, Stephen Furness speaks with Sean Hollins, Director, Investments, and Head of Clients, Australia, WTW, and Aongus O'Gorman, Head of Investments, Australia, WTW, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Maximising Your and Your Spouse’s Tax-Free Superannuation Benefits

28 September 2023
By Richard Marsden
For those with an eye on retirement, the 2023 May Federal Budget was important. Superannuation rules became more favourable for most. This article provides insight into two superannuation rule changes to know about and how you and your spouse can maximise your tax-free superannuation benefits.

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Predicting the Future 2023+

7 September 2023
By Richard Marsden
In this updated paper, Richard Marsden explores the compelling insights of personal financial modelling to help you plan for and live a great retirement.

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Quarterly Market Update | April 2023

15 May 2023
In this video, Stephen Furness and Andrew Albury speak with Matt Wacher, Chief Investment Officer, Asia-Pacific, Morningstar, and Tony Cahill, Vice President, PIMCO, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Quarterly Market Update | February 2023

13 February 2023
In this video, Stephen speaks with Rob Tucker from Chester Asset Management and Jim Chronis from Ausbil Investment Management to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Quarterly Market Update | December 2022

6 December 2022
In this video, Stephen speaks with Katie Hudson and Tim Toohey from Yarra Capital Management to discuss the key economic themes and commentary of the September and beginning December 2022 quarters and their thoughts on the current future outlook.

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Quarterly Market Update | August 2022

1 September 2022
In this video, Stephen and Richard are joined by special guests Michael Furey (Principal, Delta Research and Advisory) and Andrew Connors (Partner & Managing Director, Quilla Consulting) as they share their expertise on the key economic themes and commentary of the June 2022 quarter and their thoughts on the current future outlook.

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A Six-Point Retirement Plan

11 August 2022
By Richard Marsden
With the significant changes in economic and financial market conditions so far in 2022, having a sound plan is more important than ever so you can stay in control of and on track towards your ideal retirement. This Six-Point Plan is designed to reduce risk, take advantage of opportunities, and retire successfully in uncertain times.

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Event-Based Advice

8 February 2022
By Richard Marsden
In this paper, Richard Marsden articulates at what times we believe value can be best obtained by those serious about planning to become or to remain financially independent.

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Predicting the Future

28 July 2021
By Richard Marsden
In this paper, Richard Marsden explores how financial modelling can add clarity to financial decision-making, assist in planning retirement, and improve the prospects of achieving a financially successful retirement.

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A Biden world

30 November 2020
As the world shrugs off the uncertainty of one of the most divisive US presidential elections in history and watches on as president-elect, Joe Biden, assumes office, the question everyone is now asking is; what does a Biden administration look like for markets and the economy? The answer should largely lie in the history of Biden’s political scorecard and whether his administration will lean towards a pro-market and pro-economic outcome.

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How to construct a portfolio to withstand market volatility and a pandemic

3 September 2020
By Rachel Barlow
No one could have foreseen COVID-19 and its impact on the share market – indeed, it has been a “black swan event”, an “unknown unknown”. However, events like these have happened before; they’ll happen again. In this article, Rachel shares her expertise in constructing a portfolio that is designed to withstand market volatility and black swan events, like the current global pandemic.

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(Video) MGD Investment Forum

16 April 2020
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

2 April 2020
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

10 March 2020
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

28 February 2020
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?

14 January 2020
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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