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

Predicting the Future – The Compelling Insights of Personal Financial Modelling

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

17 December 2019
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?

1 October 2019
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

13 September 2019
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

22 August 2019
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

30 July 2019
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

18 June 2019
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

4 June 2019
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

21 May 2019
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

11 February 2019
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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