Please read Viewon Financial Advisory articles below for valuable information on various topics relating to personal financial services.
Market Review – March 2022
How the different asset classes have fared: (As at 31 March 2022) International Equities Unhedged and hedged international equities steadied in the month of March. Unhedged fell 0.87% whilst hedged gained 2.90%. Volatility to the downside has subsided for the time being as markets try to price in the full affects of inflation and the […]
Market Review – February 2022
How the different asset classes have fared: (As at 28 February 2022) International Equities Unhedged and hedged international equities exposures again finished down in the month of February. Unhedged fell 5.46% hedged fell 2.72%. Whilst the markets were trending downwards due to the impacts of rising rates and inflation, Russia’s invasion of Ukraine in the […]
Russia/Ukraine War – March 2022
MARKETS AND THE PRICING-IN OF WAR Russia/Ukraine War – March 2022 Isaac Asimov — ‘Violence is the last refuge of the incompetent.’ 1. Explanation of the Conflict Over the past few months Russia has been increasing their military presence on the border of Ukraine. A general ramping up of vocal threats led to an eventual […]
Market Review – January 2022
How the different asset classes have fared: (As at 31 January 2022) International Equities Unhedged and hedged international equities exposures finished negative on the month of January, falling 2.25% and 5.05% respectively. Over the month we saw a sell-off in technology stocks in the United States as markets priced in a sizable uptick in interest […]
Market Review – December 2021
How the different asset classes have fared: (As at 31 December 2021) International Equities Unhedged and hedged international equities exposures finished positive on the month of December, changing 3.98% and 1.73% respectively. Even with high inflation numbers and surging Omicron case numbers, international equities, namely the United States rose to finish the year. A gain […]
The RFA Team Christmas Gift Guide 2021
Looking for some Christmas Gift Inspiration? Take a look at what our staff are buying their loved ones this holidays. Tayla and her husband spend a lot of time at the beach and they love this cabana and cooler bag as a joint gift idea. Laura found this beautiful MoodMist Diffuser at Dusk for her Mother’s Christmas present. How beautiful are these Balinese […]
Market Review – November 2021
International Equities Hedged and Unhedged International equities exposures varied strongly across the month of November changing 3.65% and -1.56% respectively. After moving sharply higher at the beginning of November, fears regarding higher and longer than expected inflation, news on the new COVID variant, combined with continued tapering talks coming the Federal Reserve was the catalyst […]
Market Review – October 2021
How the different asset classes have fared: (As at 31 October 2021) International Equities International share markets (unhedged) rose 1.65% in October. Fully hedged international shares rose 5.41% on the month signaling a strengthening AUD across the month. Within the United States, the S&P 500 continues to make new all-time highs as markets in general […]
The Value of a Family Meeting
The festive season brings together families and important decisions As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of touch. […]
Market Review – September 2021
How the different asset classes have fared: (As at 30 September 2021) International Equities International share markets (unhedged) fell by -3.04% in September. The performance of hedged and unhedged shares is now fairly similar over longer time periods. However, with a weaker A$, unhedged shares are now outperforming hedged over the past 6 and 12 […]