cadtre financial consulting logo
Level 23, 25 Bligh Street
SYDNEY NSW 2000
bs fbbs twbs goobs in

Personal Wealth - Spring 2014

What's Inside

Investment Markets / Upcoming Changes to Centrelink for Retirees / Super Contributions Thresholds

Investment Markets

Recent History Equity markets have been characterised by a lack of volatility and have slowly drifted upwards for most of this year. In recent weeks we have had a pullback on concerns that Russian troops massed on the Ukrainian border might invade that country. The shooting down of a civilian airliner by Russian supporters has also spooked investors. Markets seem to have settled down but the situation could easily flare up and impact markets.

The major feature of markets continues to be a rally in higher yielding sectors with Australian listed property and utilities up 9.9% and 9.0% in price terms in the year to date (August 8). The Australian 10 year government bond yield has fallen from 4.2% to 3.4% because investors chasing security have pushed up bond prices. 

Download the full Newsletter Here

Personal Wealth Summer 2014
Personal Wealth Winter 2014