This issue of Wealth Adviser includes:
- What to expect from markets and the economy in 2024. Australian and global growth has slowed, however it has been more resilient than expected. Central banks are now contemplating interest rate reductions this year, following many increases. Three risk that could cause a bumpy landing are: inflation and interest rates, labour and unemployment, and geopolitics.
- Lessons from the battery metals bust. Due to high prices, supply of lithium increased by almost 40% last year, causing the price to fall and some mines to close. One key lesson is to be wary of a sector if investment bankers are overly keen!
- Falling inflation – what does it mean for investors? Improved supply and slowing demand means inflation is starting to fall, which should help investors via lower interest rates, but not as low as near zero again.
- Q&A
- I’m thinking of replacing my agreed value income protection policy for something that is cheaper. What are the benefits that will be lost when replacing an agreed value income protection policy?
- A friend of mine said that he is undergoing the “recontribution strategy” for his super to be tax effective. I was wondering what is the recontribution strategy and how does it work?
- I keep seeing on the news that the fastest way to get rich is by gearing. What is gearing and what are the benefits and potential risks of gearing?
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Click here to read the full articles – Opens as a printable pdf
If you would care to share your experience with me, please comment below!