Time to Diversify? US Equities & Fixed Income Shine as Asian Market Slows

Posted by James Cavanough on 07-Feb-2024 14:50:24

Asian markets from an investor’s view point have been rather underwhelming these last few years, with sentiment towards China (being 43% of the MSCI Emerging Markets Index) remaining disappointing despite relatively positive industrial production and retail sales data. The ongoing weakness in their outsized property market, a soft consumption-led recovery and geopolitics in Taiwan and the US have all weighed on sentiment.

Chinese policy makers and their central bank have often cited their willingness to stabilise the economy and promote their economic strength however their measures to achieve sustainable growth has not eventuated to a level or pathway required at this point in time. 

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Topics: investment portfolio, financial planning, international investing

Earnings season insights - September 2018

Posted by James Cavanough on 20-Sep-2018 16:50:15

FY2018 results

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Topics: financial planning

The Power of Holistic and Independent Financial Advice

Posted by James Cavanough on 02-May-2018 13:00:12

Our mission

In 2013, Ian Walker and I established Lantern Advisory to "deliver holistic and independent advice to create and protect the wealth of our clients". However, our mission has always been much deeper than this statement.

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Topics: financial planning, wealth management

More to Investing than Term Deposits and Blue Chip Shares

Posted by James Cavanough on 01-Mar-2018 09:12:15

The Australian term deposit landscape

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Topics: financial planning, blue chip shares, term deposits, diversified portfolio

What should you do now that reporting season is over?

Posted by Ian Walker on 03-Oct-2016 19:58:50

The reporting season is over and the Federal Reserve meeting for September has past. Footy finals have concluded ... so what's next to keep us interested on the news-front?

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Topics: investment portfolio, reporting season, financial planning

September Earnings Investment Review

Posted by James Cavanough on 14-Sep-2016 15:44:51

During August (which is when Australian companies report their profit earnings), the results have revealed, on average, solid health and this has helped support the local economy.

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Topics: earnings investment review, financial planning