Current News
Changes to superannuation effective July 1, 2022
From 1 July 2022 the Australian government will implement welcome changes to legislation that will enhance superannuation outcomes for Australians.
The changes affect non-concessional contributions (NCCs) which are personal contributions to super made from after-tax income, and downsizer contributions. They include:
- Extending the non-concessional contribution (NCC) bring-forward age limit
- Increasing the non-concessional contribution (NCC) cap for individuals and couples
- Reducing the downsizer contribution eligibility age
- Partially removing the work test and work test exemption
By taking advantage of these changes, Australians can make a significant difference to their superannuation balances in the years leading up to retirement, and enjoy the benefits of a more comfortable lifestyle post-retirement.
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Why you need to know about us – Bentleys Private Wealth
Bentleys Private Wealth are a team of financial experts specialising in wealth advice, who are supported by one of Australia’s leading advisory, tax and accounting firms, Bentleys. Our clients are often seeking support and guidance to navigate the complex landscape of superannuation and retirement planning. We want to be part of their journey, working with our clients as one unified team. The sooner we start planning together the better chance you have of getting the retirement lifestyle you want and deserve.
18 December 2023
Weekly Market Update | 18 December 2023
This will be our final update for 2023 and we will resume on 15 January 2024. Thanks for reading and best wishes for the holiday season, see you next year! Key economic releases last...
12 December 2023
Weekly Market Update | 12 December 2023
Key economic releases last week Australian ANZ job ads fell 4.6%, accelerating recent declines. Australian retail sales fell 0.2%, in-line with expectations. RBA Policy Meeting kept rates steady as expected, with the market no...
04 December 2023
Weekly Market Update | 4 December 2023
Key economic releases last week Australian weighted mean CPI rose 4.9% in October, below consensus for 5.2%, alleviating concerns for the RBA to keep hiking. US consumer confidence was better than expected as consumers...
20 November 2023
Weekly Market Update | 20 November 2023
Key economic releases last week Westpac Consumer Sentiment fell 2.6%, remaining near historic lows. The NAB Business Confidence fell further below the long-term average to -2 while conditions remained above the long-term average. Australian...
12 November 2023
Weekly Market Update | 13 November 2023
Key economic releases last week ANZ Australian job ads fell 3% MoM. RBA hiked rates from 4.1% to 4.35% as expected and "will not hesitate to raise the cash rate further if there is...
06 November 2023
Weekly Market Update | 6 November 2023
Key economic releases last week Australian retail sales rose 0.9% MoM, far exceeding consensus expectations for 0.3% growth as consumers remain resilient. US consumer confidence declined to 102.6, remaining in positive territory and above...
29 October 2023
Weekly Market Update | 30 October 2023
Key economic releases last week Australian inflation data was higher than expected, rising 1.2% QoQ or 5.4% YoY, both 0.1% higher than consensus. The RBA's preferred Trimmed Mean readings were 1.2% QoQ and 5.2%...
23 October 2023
Weekly Market Update | 23 October 2023
Key economic releases last week Australian employment data was mixed as only 6,700 jobs were added compared to expectations for 18,000 as full employment fell by 39,900. However, the participation rate fell 0.3%, driving...
17 October 2023
Weekly Market Update | 17 October 2023
Key economic releases last week Westpac consumer sentiment survey indicates that consumers remain pessimistic despite some broad based improvement. NAB business survey showed confidence remained stable though still below historical average while conditions weakened...
09 October 2023
Weekly Market Update | 09 October 2023
Key economic releases last week RBA held rates as expected at Michele Bullock’s first meeting in charge. China's PMIs presented a mixed picture. Official readings showed strength, with Manufacturing at 50.2 (in line with...
02 October 2023
Weekly Market Update | 03 October 2023
Key economic releases last week Australian retail sales rose by 0.2% MoM, below consensus for 0.3% growth. Australian monthly weighted mean CPI rose 5.2%, in-line with consensus. US consumer confidence fell more than estimated...
26 September 2023
Weekly Market Update | 26 September 2023
Key economic releases last week The US Fed kept rates on hold as expected but the quarterly interest rate projections indicated that another rate hike was likely by the end of the year while...
18 September 2023
Weekly Market Update | 18 September 2023
Key economic releases last week NAB Business confidence rose marginally to 2, still below long-term averages, while conditions rose to 13, remaining resilient above long-term averages. Westpac consumer sentiment fell 1.5% and remains close...
12 September 2023
Weekly Market Update | 12 September 2023
Key economic releases last week ANZ job ads showed resilience as it rose 1.9% RBA held rates again at 4.1%, reiterating that it will be data dependent and further hikes may be necessary. Australian...
04 September 2023
Weekly Market Update | 04 September 2023
Key economic releases last week Australian retail sales rose 0.5% MoM, rebounding from June's surprise 0.8% fall, and more than consensus expectations for a 0.3% rise. US consumer confidence was worse than consensus expectations...
28 August 2023
Weekly Market Update | 28 August 2023
Key economic releases last week The preliminary PMI data for Australia, the EU, and the US were largely below expectations. Manufacturing readings for all three economies fell below the critical threshold of 50, indicating...
22 August 2023
Weekly Market Update | 21 August 2023
Key economic releases last week Australian employment data was weaker than expected, with employment falling 14,600 compared to consensus expectations for 15,000 jobs added. The unemployment rate rose to 3.7%. This may allow the...
15 August 2023
Weekly Market Update | 14 August 2023
Key economic releases last week ANZ job ads rose 0.4% MoM, rebounding from the previous month's fall The NAB business survey showed some stabilisation as conditions fell marginally to 10 while confidence rebounded to...
07 August 2023
Weekly Market Update | 07 August 2023
Key economic releases last week RBA held rates steady for the second month in a row, adding to speculation that Australia has seen peak rates for this cycle US employment data was weaker than...
24 July 2023
Weekly Market Update | 24 July 2023
Key economic releases last week Australia posted another strong set of employment data, with 32,600 jobs added as the unemployment rate held steady at 3.5%. US retail sales rose 0.2% for both core and...
17 July 2023
Weekly Market Update | 18 July 2023
Key economic releases last week Westpac consumer sentiment rose by 2.7% but remains depressed at 81.3 compared to the neutral 100 level. Improvement in expectations for the economy, finances and housing were offset by...
10 July 2023
Weekly Market Update | 10 July 2023
Key economic releases last week ANZ job ads fell 2.5% MoM RBA held rates at 4.1%, market had been expecting another 0.25% hike to 4.35% US ISM Manufacturing PMI fell to 46, below expectations...
04 July 2023
Weekly Market Update | 04 July 2023
Key economic releases last week Australian monthly CPI indicator fell to 5.6 per cent in May from 6.8 per cent in April, lower than consensus expectations of 6.1 per cent. The decline was led...
27 June 2023
Weekly Market Update | 27 June 2023
Key economic releases last week US housing data was better than expected as housing starts and building permits were better than expected Australian preliminary PMIs were better than expected while EU readings disappointed and...
19 June 2023
Weekly Market Update | 19 June 2023
Key economic releases last week Australia Westpac Consumer Sentiment rose marginally by 0.2%, remaining near historical lows. NAB Business Sentiment survey showed deterioration for both confidence and conditions. Australian employment data was far stronger...
13 June 2023
Weekly Market Update | 13 June 2023
Key economic releases last week ANZ job ads rose 0.1% MoM RBA hiked rates by 0.25% to 4.1%. Consensus was mixed with markets pricing in a 40% chance of a hike just prior to...
05 June 2023
Weekly Market Update | 05 June 2023
Key economic releases last week Australia's Fair Work Commission increased the national minimum wage by 8.6% to $23.23/hr and a lower but still above consensus 5.75% increase on higher award rates. Markets and economists...
31 May 2023
Weekly Market Update | 31 May 2023
Key economic releases last week Australian preliminary retail sales came in flat MoM compared to expectations for a 0.3% increase. US, EU, Australian preliminary PMIs were largely better than expected as Services remained strong...
22 May 2023
Weekly Market Update | 22 May 2023
Key economic releases last week Westpac consumer sentiment fell 7.9% compared to the -1.7% consensus as the RBA's surprise rate hike reversed the sentiment bounce post the short pause. The fall was driven by...
15 May 2023
Weekly Market Update | 15 May 2023
Key economic releases last week NAB business confidence slightly improved compared to March but still stayed below the long-term average. Meanwhile, conditions worsened but still stayed above the long-term average. China's exports experienced a...
08 May 2023
Weekly Market Update | 08 May 2023
Key economic releases last week ANZ's survey of job ads fell 0.3% MoM Australian retail sales rose 0.4% MoM, above consensus for 0.3% RBA surprised markets by hiking rates 0.25%, with the market pricing...
01 May 2023
Weekly Market Update | 01 May 2023
Key economic releases last week Australian headline inflation increased by 7% year-on-year and 1.4% quarter-on-quarter, which was slightly above consensus. The RBA's preferred trimmed mean measure was below consensus at 6.6% YoY and 1.2% QoQ....
24 April 2023
Weekly Market Update | 24 April 2023
Key economic releases last week US and EU preliminary PMIs were largely better than expected, with services remaining in expansionary territory and improving further compared to consensus expectations for deterioration. US manufacturing also rebounded...
17 April 2023
Weekly Market Update | 17 April 2023
Key economic releases last week Westpac consumer sentiment and NAB business survey showed some improvement following the RBA’s decision to hold rates last month. Australian employment rose by 53k, well above the consensus for...
17 April 2023
Weekly Market Update | 11 April 2023
Key economic releases last week RBA held rates at 3.65%, noting that monetary policy operates with a lag though inflation remains high and that some further tightening of monetary policy may well be needed...
03 April 2023
Weekly Market Update | 03 April 2023
Key economic releases last week Aus preliminary retail sales rose 0.2% MoM, marginally above the 0.1% consensus. US consumer spending rose 0.2% MoM, slightly below expectations. US personal consumption expenditure increased by 0.3% MoM...
27 March 2023
Weekly Market Update | 27 March 2023
Key economic releases last week PBoC held policy rates steady as expected Fed hiked rates by 0.25% and maintained its interest rate expectations for 2023. Powell said the FOMC had considered pausing and warned...
20 March 2023
Weekly Market Update | 21 March 2023
Key economic releases last week Employment in Australia increased by 64.6k jobs, breaking a streak of two consecutive months of job losses. This exceeded the consensus estimate of 48.5k jobs added. Additionally, the unemployment...
14 March 2023
Weekly Market Update | 14 March 2023
Key economic releases last week RBA hiked rates by 0.25% to 3.6% as expected. Policy will be data dependent, will look at inflation, spending and labour to determine policy but notes inflation may have...
06 March 2023
Weekly Market Update | 06 March 2023
Key economic releases last week Retail sales in Australia for January increased by 1.9%, surpassing the expected 1.5%, due to the enduring resilience of consumers. The Australian GDP for Q4 increased by 0.5% on...
26 February 2023
Weekly Market Update | 27 February 2023
Key economic releases last week US PCE readings were higher than expected as the core MoM reading rose 0.6% against a 0.4% consensus. This indicates that inflation remains a problem and a Fed pivot...
19 February 2023
Weekly Market Update | 20 February 2023
Key economic releases last week US inflation data was hotter than expected as the core reading rose 5.6% YoY and 0.4% MoM. Headline CPI rose 6.4% YoY and 0.5% MoM. Australian employment data missed...
14 February 2023
Weekly Market Update | 15 February 2023
Key economic releases last week RBA hiked 0.25% to 3.35% as expected and signalled further hikes to come as it increased its inflation forecasts. China inflation data was largely in-line with expectations, rising 0.8%...
06 February 2023
Weekly Market Update | 06 February 2023
Key economic releases last week Australian retail sales fell 3.9% MoM in December, missing estimates for a 0.3% fall. US ISM Manufacturing PMI missed estimates, but the non-manufacturing PMI blew past estimates as it...
30 January 2023
Weekly Market Update | 30 January 2023
Key economic releases last week NAB Business survey showed confidence remained weak while conditions are deteriorating and leading indicators continue to weaken further. Aus inflation readings were above estimates, with Q4 headline inflation at...
23 January 2023
Weekly Market Update | 23 January 2023
Key releases last week Westpac Consumer Sentiment rose 5% on improved outlooks for the economy but remains in negative territory. Meanwhile, house price and employment expectations continue to decline. Australian employment fell 14.6k compared to...
16 January 2023
Weekly Market Update | 16 January 2023
Happy new year! We hope 2023 will be kinder to investors than 2022 was, though we remain cautious on the outlook at this stage. Key economic releases last week Australian retail sales growth was better...
19 December 2022
Property market trends for 2023
With a year of consecutive rate rises that no-one expected, the Australian property market has finished the year quite differently to how it started. High levels of inflation caused by a range of factors including...
19 December 2022
Home care – it’s affordable
There is a common misconception that self-funded retirees don’t receive any Government support when seeking home care services. This false belief can provide a barrier to people applying for and receiving the support they require in...
19 December 2022
Downsizer contribution age reduced to age 55
On 25 November 2022 the Social Services and Other legislation Amendment (incentivising Pensioners to downsize) Act 2022 was passed in the Senate. The act provides additional incentives to downsize your family home and enhance your retirement...
19 December 2022
Investment perspective | November/December 2022
The dynamic year end outlook ‘It’s tough to make predictions – especially about the future’ attributed to Yogi Berra. It’s been a tough year for markets and portfolios Many 2023 forecasts are now irrelevant given...
19 December 2022
Investment update video | November/December 2022
https://www.youtube.com/watch?v=t32sR4DuhiU In this Investment Update, Graeme Bibby, Chief Investment Officer, and Mathew Leong, Senior Investment Analyst reflects on the past year and discusses the year ahead and what we should expect in the market....
19 December 2022
Weekly Market Update | 19 December 2022
This will be our final update for 2022 and we will resume on 16 January 2023. Thanks for reading and best wishes for the holiday season, see you next year! Key economic releases last...
13 December 2022
Weekly Market Update | 12 December 2022
Key economic releases last week The RBA hiked rates by 0.25% to 3.1% as expected and signalled further hikes. The market continues to price in two more rate hikes over 2023 but the range...
05 December 2022
Weekly Market Update | 05 December 2022
Key releases last week Australian retail sales disappointed, falling 0.2% compared to consensus expectations for a 0.5% rise. Australian inflation fell to 6.9% YoY in October, below estimates for a rise to 7.6%. EU...
28 November 2022
Weekly Market Update | 28 November 2022
Key economic releases last week Australian, EU and US preliminary PMI readings were in contractionary territory. EU readings were better than expected while US readings were weaker than expected. These are indicative of a...
21 November 2022
Weekly Market Update | 22 November 2022
Key economic releases last week Australian employment data was stronger than expected. 32,200 jobs were added compared to expectations for 15,000, and the unemployment rate fell to 3.4%. Q3 wages rose by 1%, more...
14 November 2022
Weekly Market Update | 15 November 2022
Key economic releases last week Westpac Consumer Sentiment heads lower again, close to record lows as expectations for the economy and family finances fall sharply. NAB Business surveys shows sentiment falling further but conditions...
08 November 2022
Weekly Market Update | 8 November 2022
Key economic releases last week The RBA hiked rates by 0.25% to 2.85%, in-line with consensus expectations despite recent stronger than expected inflation and spending data but the RBA expects further hikes to continue....
02 November 2022
Weekly Market Update | 2 November 2022
Key economic releases last week Aus Q3 inflation was hotter than expected, coming in at 1.8% QoQ and 7.3% YoY, while trimmed mean was also 1.8% QoQ and 6.1% YoY, both above expectations. US,...
24 October 2022
Weekly Market Update | 24 October 2022
Key economic releases last week Australian employment data was much weaker than expected, adding 900 jobs vs 25,000 expected. The participation rate and unemployment rate held steady at 66.6% and 3.5% respectively. These are indications...
17 October 2022
Weekly Market Update | 17 October 2022
KEY ECONOMIC RELEASES LAST WEEK Westpac consumer sentiment fell 0.9% and remains deeply pessimistic, has not been able to build on last month's bounce. RBA's smaller than expected hike injected some optimism into the...
10 October 2022
Weekly Market Update | 11 October 2022
Key economic releases last week The US share market was volatile posting its best two-day performance since 2020 before giving up most of the gains over the rest of the week on recession concerns....
04 October 2022
Weekly Market Update | 05 October 2022
Key economic releases last week Domestic retail sales rose 0.6%, ahead of consensus 0.4% as the domestic consumer remains solid. US consumer confidence continues to rebound better than expected with the conference board survey...
26 September 2022
Weekly Market Update | 26 September 2022
Key economic releases last week Share markets were again under pressure on the back of hawkish Central Banks, rising bond yields, and growing recession fears. The US Federal Reserve increased interest rates another 0.75%....
23 September 2022
Weekly Market Update | 19 September 2022
Key economic releases last week US inflation figures were higher than expected with core inflation rising 0.6% MoM compared to the 0.3% consensus. Headline inflation was 8.3% YoY versus the 8.1% consensus. Worryingly, stickier...
12 September 2022
Weekly Market Update | 12 September 2022
Key economic releases last week ANZ job ads rose 2% for the month, indicating that the labour market remains strong. Australian Q2 GDP grew a solid 3.6% YoY and 0.9% QoQ, largely in-line with...
06 September 2022
Weekly Market Update | 06 September 2022
Key economic releases last week Australian earnings season finished last week. Broadly speaking, demand across most industries remains solid. The Australian consumer is holding up well so far but there is some trade-lower behaviour emerging....
28 August 2022
Weekly Market Update | 29 August 2022
Key economic releases last week Global preliminary PMI readings were weaker than expected, with many moving into contractionary territory. This is in-line with our outlook as the risks of a global recession continue to...
22 August 2022
Weekly Market Update | 22 August 2022
Key economic releases last week Australian earnings season - key trends from results so far: FY22 was still strong overall but we are seeing some signs of deterioration in forward looking comments and guidance....
15 August 2022
Weekly Market Update | 15 August 2022
Key economic releases last week NAB business confidence and conditions surprisingly improved in July, remaining at or above the long-term averages. Westpac consumer confidence fell another 3% as economic conditions and house price expectations continue...
09 August 2022
Weekly Market Update | 9 August 2022
Key economic releases last week The RBA raised rates by 0.5% as expected, taking the cash rate to 1.85%. US employment rose by 528k, much higher than the consensus 250k, driving unemployment down 0.1% to...
02 August 2022
Weekly Market Update | 1 August 2022
Markets continue to rebound as July proved to be a great month for investors. The MSCI World rose 3.5%, led by the S&P 500’s 4.3% rise last week as a better-than-expected reporting season and...
25 July 2022
Weekly Market Update | 25 July 2022
Global equity markets rebounded last week. The MSCI World rose 2.7%, the US S&P500 Index rose 2.6%, and the tech-heavy Nasdaq rose 3.3%. The broad European STOXX 600 finished the week 2.9% higher. The...
18 July 2022
Weekly Market Update | 18 July 2022
Recession fears continue to dominate leading to another week of equity losses and bonds rebounding. The MSCI World fell 1% with the U.S. S&P 500 falling 0.9% despite a positive end to the week...
11 July 2022
Weekly Market Update | 11 July 2022
Global equity markets rose last week and recovered most of the prior week's losses. The US market performed strongly, with the S&P500 rising 1.9% and the Nasdaq up 4.6%. The broad European STOXX 600...
04 July 2022
Weekly Market Update | 05 July 2022
Over the past month, inflation fears have given way to recession fears. Equities failed to build on the previous week’s rebound and fell again but bonds managed to rally again as yields fell sharply...
29 June 2022
May/June 2022 Investment video
https://www.youtube.com/watch?v=WgSFFn-5C04 In this Investment Update, Graeme Bibby, Chief Investment Officer, discusses the current impacts of inflation, interest rates and supply and demand issues around the world. Graeme provides his perspective of the market for the...
28 June 2022
Weekly Market Update | 28 June 2022
The US market led the charge in a shortened week, with the S&P500 bouncing an impressive 6.4% and the technology heavy Nasdaq rising 7.4%. Equity markets bounced back around the globe, with bond yields...
20 June 2022
Weekly Market Update | 20 June 2022
It was another ugly week for equity markets, with global recession fears sending stocks sharply lower. The US S&P500 Index fell 5.8%, the STOXX Europe 600 fell 4.6%, and the Australian S&P200 finished the...
15 June 2022
Weekly Market Update | 15 June 2022
After a brief breather, markets have resumed their falls as the European Central Bank (ECB) and Reserve Bank of Australia (RBA) both made hawkish tilts, exacerbated by U.S. inflation surprising to the upside and...
07 June 2022
Weekly Market Update | 07 June 2022
Equity markets were mixed over the last week, with Australia and China rising while the US and Europe fell. The US S&P500 index fell by 1.2%, as investors considered whether the Fed would be...
30 May 2022
Weekly Market Update | 31 May 2022
A rebound took hold last week as equities broke a 7-week losing streak. Tech stocks ended the week with a strong rally in the U.S., with most Asian markets missing out but looking to...
23 May 2022
Weekly Market Update | 24 May 2022
International equity markets had another tough week with the US market falling for a seventh straight week. The US S&P500 index sold off over 3% with disappointing earnings releases from major retailers Walmart and...
16 May 2022
Weekly Market Update | 16 May 2022
Stocks continued to fall, with most indices down for the sixth week in a row. The MSCI World was down 1.8%, led by a 2.4% fall in the S&P 500 despite a big Friday...
09 May 2022
Weekly Market Update | 10 May 2022
It was another volatile week for equity markets worldwide as investors digested interest rate hikes from Central Banks and assessed their commentary and forward-looking projections. The ASX200 fell 3.1% over the week, with the...
03 May 2022
Weekly Market Update | 3 May 2022
Equities were dragged lower by poor reactions to earnings reports from the mega tech firms including Alphabet (Google’s parent company), Amazon and Apple. Earnings misses and weaker than expected guidance are being severely punished...
27 April 2022
Weekly Market Update | 27 April 2022
Equity markets fell globally last week with investors concerned about Central Bank tightening. The MSCI World fell 2.6%, and the S&P500 fell 2.8%, led by a big sell-off on Friday. The Australian stock market...
20 April 2022
Weekly Market Update | 19 April 2022
Global equities were largely lower last week as bond yields surged. The MSCI World was 1.8% lower as the U.S. S&P 500 fell 2.2%. Emerging markets performed better, falling 1.3%, but the domestic index...
04 April 2022
Weekly Market Update | 05 April 2022
Equities continue to rebound with another week of gains while bond markets were mixed as the surge in commodity prices stalled. The MSCI World rose 0.4%, led by a rebound in European equities, while...
28 March 2022
Weekly Market Update | 29 March 2022
Equities had a positive week, with the ASX200 rising 1.5%. The best performer was the Utilities sector, which rose 5.7%, followed by Materials and Energy, which increased by more than 5%. The worst performers...
22 March 2022
Weekly Market Update | 22 March 2022
Risk sentiment rebounded despite a lack of de-escalation in Ukraine, the U.S. Federal Reserve hiking rates while signalling six more this year, and inflationary readings continuing to surprise to the upside. The MSCI World...
15 March 2022
Weekly Market Update | 15 March 2022
Equities had another volatile week with the Australian market finish down 0.7%. Financials were the best performing sector rising 2.2%, led by Commonwealth Bank (CBA) which rose 5.1%. The worst performers were the Materials...
07 March 2022
Weekly Market Update | 8 March 2022
The continued invasion of Ukraine drove a risk-off week as equities continued to fall while bonds rose on the back of safe-haven demand. European equities were, unsurprisingly, the worst performers as the STOXX 600...
01 March 2022
Weekly Market Update | 1 March 2022
Equities had a volatile week with Russia invading Ukraine. The Australian market finished the week down 3.1% as investors assessed the implications of war returning to Europe. The Consumer Staples sector was the best...
28 February 2022
The economic implications of conflict in eastern Europe – February 2022
With escalating tensions in eastern Europe, we’d like to update you on some important developments in and around investment markets and how we are managing risk in our portfolios. Our latest video from Chief...
21 February 2022
Weekly Market Update | 22 February 2022
Geopolitics continues to drive markets in the near-term as the Russian troops remain on the Ukraine border, though underneath the broad market selloffs on headline news, it still looks like monetary policy is driving...
21 February 2022
Investment Perspective – January/February 2022
https://www.youtube.com/watch?v=O-_BjeU_6H8 In this investment update, Mathew Cassidy and Graeme Bibby look at investment trends over the past quarter as well as some emerging themes for the next quarter and beyond. The pair discuss inflation, interest...
15 February 2022
Weekly Market Update | 15 February 2022
Australian equities performed well last week, with the S&P/ASX 200 bouncing 1.4% led by the big banks which were boosted by better-than-expected earnings announcements and trading updates. The financial sector was the best performing...
08 February 2022
Weekly Market Update | 8 February 2022
A risk-on mood gripped the markets as equities rebounded despite yields pushing higher again. The MSCI World rose 1.5% for the week on the back of a 1.6% rise in the U.S. S&P 500...
01 February 2022
Weekly Market Update | 1 February 2022
Global equities were largely flat as the U.S. market stormed back in late Friday trading. The MSCI World was down 0.1% for the week despite huge intraday volatility throughout the week as the U.S....
25 January 2022
Weekly Market Update | 25 January 2022
It was another risk-off week as equities fell further, again led by high growth, high valuation stocks that did so well in 2020. The U.S. S&P 500 led markets lower, falling 5.7% and underperforming...
17 January 2022
Weekly Market Update | 18 January 2022
The rotation from growth to value continued in equities even as yields stabilised, with the Australian 10-year ending the week at 1.83% and the U.S. 10-year flat at 1.77%. The MSCI World fell 0.4%...
11 January 2022
Weekly Market Update | 11 January 2022
Happy new year to all! International equity markets had a strong end to last year but a difficult start to this one, selling off on the release of the minutes from the US Federal...
20 December 2021
Weekly Market Update | 20 December 2021
2021 was another eventful year as we continue to deal with significant uncertainties. The weekly update will be taking a break until 10 January 2022. We expect another year full of twists, as per...
13 December 2021
Weekly Market Update | 14 December 2021
Global equity markets rebounded strongly over the last week. Investors calmed on the threat of the Omicron variant upending the economic recovery, with early indications suggesting that the variant is causing predominantly mild cases....
06 December 2021
Weekly Market Update | 6 December 2021
Markets were in risk-off mode as equities fell and bonds rose. While the omicron variant was making headlines, the sell-off was likely driven by the U.S. Federal Reserve (Fed) and Chairman Jerome Powell’s comments...
29 November 2021
Weekly Market Update | 29 November 2021
Global share markets sold off to end the week, suffering one of their most significant daily drops in more than twelve months. Investors were spooked by reports of a new COVID-19 variant with concerns...
23 November 2021
Weekly Market Update | 23 November 2021
Markets remain in consolidation mode with equities largely flat and bond yields stabilising. The MSCI World rose 0.1% as the U.S. S&P 500 rose 0.4%, driven by a rally in technology and growth companies....
16 November 2021
Weekly Market Update | 16 November 2021
Equities took a breather while bond yields largely headed higher again as the closely watched U.S. inflation figures came in much hotter than expected, prompting further concerns that price pressures may not be ‘transitory’...
08 November 2021
Weekly Market Update | 9 November 2021
Equities continued to melt up on earnings strength while the bond market rallied following a tough October. The S&P/ASX 200 gains of 1.9% were in-line with the MSCI World, slightly trailing the 2% gain...
01 November 2021
Weekly Market Update | 1 November 2021
The Australian S&P/ASX 200 fell 1.3% last week. The market is digesting higher than expected inflation data releases and expectations of earlier than expected interest rate rises. The S&P Small Ordinaries index fell slightly...
25 October 2021
Weekly Market Update | 26 October 2021
The rebound continues for equities while bond yields resume their upward move. U.S. quarterly earnings season continues to deliver strong results, providing support for equities as the S&P 500 outperformed other major markets with...
18 October 2021
Weekly Market Update | 18 October 2021
It was a good week for markets as yields stabilised and equities recovered further. A strong start to the U.S. quarterly earnings season as big banks posted big beats provided the impetus for the...
11 October 2021
Weekly Market Update | 12 October 2021
Equities bounced after several weeks of negative returns despite yields continuing to push higher. The S&P/ASX 200 outperformed with a 1.9% gain relative to the 0.7% gain for the MSCI World and 0.8% gain...
05 October 2021
Weekly Market Update | 5 October 2021
Both risk and defensive assets were lower for the week again. We have not seen a meaningful correction throughout 2021 and the drawdown in a seasonally weak September has not been too painful either...
28 September 2021
Weekly Market Update | 28 September 2021
The Australian S&P/ASX 200 had a volatile week, suffering the worst trading day since February before recovering later in the week to end down 0.8%. The fall was led by concerns that Chinese property...
21 September 2021
Weekly Market Update | 21 September 2021
Markets remained mixed with equities largely weak while bond yields edged higher. The S&P/ASX 200 was flat as the materials sector continues to be a drag as the iron ore price goes into free...
14 September 2021
Weekly Market Update | 14 September 2021
Equities fell as concerns over the global economy started to dent confidence. The S&P/ASX 200 fell 1.55% with resources pacing declines. The S&P 500 fell 1.7% after posting declines in all four days of...
06 September 2021
Weekly Market Update | 7 September 2021
Despite a disappointing week for economic data, equities continued to make new highs whilst bond yields edged up. The S&P/ASX 200 rose 1%, led by energy and materials continuing their rebound. U.S. stocks continue...
30 August 2021
Weekly Market Update | 30 August 2021
The ‘buy-the-dip’ mentality remains strong as equities bounced back following the previous week’s negative performance. The S&P/ASX 200 rose 0.5% as materials and energy bounced whilst defensive sectors gave back some gains. The U.S....
24 August 2021
Weekly Market Update | 25 August 2021
Markets finally had a negative week as weaker than expected Chinese economic data and disappointing U.S. retail sales dented investor confidence. The S&P/ASX 200 fell 2% as BHP sold off on a tumble in...
16 August 2021
Weekly Market Update | 16 August 2021
Equities continue to rally despite some worries on the economic front as the Delta variant impacts the domestic economy. The S&P/ASX 200 rose 1.3% even as business confidence turns negative and consumer sentiment falls....
11 August 2021
Weekly Market Update | 11 August 2021
Equities were higher as yields rose and commodities fell. The S&P/ASX 200 rose 2%, driven Afterpay (APT) as it received a takeover offer from U.S. listed Square. Global equities rose 1.2% with cyclicals leading...
02 August 2021
Weekly Market Update | 2 August 2021
The S&P/ASX 200 ended the week flat as the strength in miners, driven by big earnings and a big dividend from Rio Tinto (RIO), was offset by weakness in most other sectors, with utilities...
27 July 2021
Bentleys Wealth Advisors Investment Update | June/July 2021
https://www.youtube.com/watch?v=zkgqkq1CoWY In this month’s investment update, Mathew Cassidy and Matthew Leong give a global macro update, looking at the major issues around the world in the economies and investment markets. They also look...
26 July 2021
Weekly Market Update | 27 July 2021
Equities started the week painfully on worries of the impact of the delta variant and rising new cases globally but as we have often seen over the past year, any worries quickly faded and...
19 July 2021
Weekly Market Update | 19 July 2021
The Australian S&P/ASX 200 Index finished the week up 1%, with small companies outperforming large companies with the Small Ordinaries Index rising 1.8%. Materials were the best performing sector (+4.5%). Information Technology (-3%) was...
12 July 2021
Weekly Market Update | 12 July 2021
Equities were mixed as bond yields fell close to 2021 lows last week before a bit of a rebound on Friday night with both the U.S. and Australian 10-year government bonds sitting at 1.35%....
05 July 2021
Weekly Market Update | 6 July 2021
The S&P/ASX 200 was largely flat, underperforming the MSCI World’s 1% return, largely driven by the S&P 500’s grind higher, finishing up 1.7% for the week after notching seven straight days of record highs....
28 June 2021
Weekly Market Update | 28 June 2021
The Australian S&P/ASX 200 Index finished the week down 0.8%, with small companies outperforming large companies with the Small Ordinaries Index rising 0.5%. Technology was the best performing sector (+3.1%) supported by lower 10-year...
21 June 2021
Weekly Market Update | 21 June 2021
Global equities were largely lower as the MSCI World fell 1.3%, driven by a 2% fall in the S&P 500 last week. All eyes were on the U.S. Federal Reserve (Fed) who surprised markets...
14 June 2021
Weekly Market Update | 15 June 2021
Equities were marginally higher for the week, with both the S&P/ASX 200 and S&P 500 making new highs again. Both rose just over 0.4%, led by a rebound in tech and growth, whilst cyclicals...
07 June 2021
Weekly Market Update | 7 June 2021
Equities had a strong start to June, driven by a rally in energy, whilst bond yields were largely stable despite major economic data releases such as PMIs and U.S. employment figures. The S&P/ASX 200...
31 May 2021
Weekly Market Update | 31 May 2021
Equities performed strongly last week with the S&P/ASX 200 gaining 2.1% and closing at a record high of 7179.5. Telecoms were the best performing sector (+3.6%) and utilities the worst performing (-1%). In the...
27 May 2021
Bentleys Wealth Advisors Investment Update | May 2021
https://www.youtube.com/watch?v=2hFPtZInhdw In this month's investment update, Andrew Donaldson (who recently joined our investment committee) and Mathew Cassidy comment on the current state of the world economies for this month. – For more...
24 May 2021
Weekly Market Update | 24 May 2021
Equities were largely flat last week alongside bond yields. The S&P/ASX 200 gained 0.3%, largely driven by a rebound in tech as the Australian 10-year yield fell below 1.7%. The S&P 500 fell 0.4%...
18 May 2021
Weekly Market Update | 17 May 2021
Markets had a volatile week, starting strongly before much higher-than-expected inflation figures in the US torpedoed sentiment, sending equities lower as tech and other growth names saw another sell off. Dip buyers helped mitigate...
10 May 2021
Weekly Market Update | 11 May 2021
Equities rose last week with the S&P/ASX 200 up 0.8%, led by materials and other cyclicals as tech slumped despite bond yields heading lower. In the U.S., the S&P 500 rose 1.3% whilst the...
04 May 2021
Weekly Market Update | 4 May 2021
Australian equities finished the week lower, with the S&P 200 falling 0.5% to end the week at 7,025. The best performer was the Utilities sector, up 0.6%. The worst performers were the Consumer Staples...
27 April 2021
Weekly Market Update | 28 April 2021
Following several strong weeks, equities took a breather despite strong earnings and further economic data underlining the strength of the recovery, notably in Australia and the U.S., as investors considered the potential implications of...
19 April 2021
Weekly Market Update | 19 April 2021
It was another strong week and investors across the board will be happy as yields continue to retrace lower and equities push higher. The S&P/ASX 200 rose 1%, whilst the S&P 500 rose 1.4%....
12 April 2021
Weekly Market Update | 12 April 2021
Equities had a great week with the S&P/ASX 200 rising 2.4% to end the week close to the 7,000 mark. A rebound in the technology sector led gains, with defensives such as consumer staples...
08 April 2021
Bentleys Wealth Advisors Investment Update | March 2021
https://youtu.be/vvbywtDe2gw March 2021 market update, with Director Mathew Cassidy. – For more information on the above please contact Bentleys Wealth Advisors directly or on +61 2 9220 0700. This information is general...
06 April 2021
Weekly Market Update | 7 April 2021
Happy Easter to all! Bond yields were back up to recent highs last week as US President Biden unveiled a USD 2.25 trillion infrastructure plan to be funded by a corporate tax hike. The...
30 March 2021
Weekly Market Update | 31 March 2021
Equities largely moved higher as bond yields stabilised, though tech continued to underperform. The S&P/ASX 200 was an outperformer, with a 1.7% gain whilst the S&P 500 and MSCI World gained 1.6% and 1%...
22 March 2021
Weekly Market Update | 22 March 2021
Bond yields remain the headline story for markets. Australia’s 10-year yield is hovering around 1.8% whilst the U.S. 10-year yield surged to new recent highs of 1.76% before paring to 1.72% at the end...
14 March 2021
Weekly Market Update | 15 March 2021
The S&P/ASX 200 was up 0.8% for the week as travel and smaller companies drove gains. Travel stocks surged on the back of the government’s announcement for further support to the tourism and travel...
11 March 2021
Weekly Market Update | 9 March 2021
The rotation continues as high growth names in healthcare and tech underperformed whilst cyclical plays such as financials and energy led the market higher despite the surge in bond yields calming down somewhat. The...
05 March 2021
Bentleys Wealth Advisors Video | February 2021
https://www.youtube.com/watch?v=ky9wB2M4Vsg In the February market update, Director Mathew Cassidy discusses the Australian reporting season results. – For more information on the above please contact Bentleys Wealth Advisors directly or on +61 2...
01 March 2021
Weekly Market Update | 2 March 2021
A surge in bond yields tempered the equity market rally, with high growth stocks suffering the most. The Australian 10-year yields hit 1.9% whilst U.S. 10-year yields breached 1.6% before retracing to 1.4%. The...
23 February 2021
Weekly Market Update | 24 February 2021
As the U.S. earnings season winds down, Australia’s is kicking into full gear. Despite strong results, the S&P/ASX 200 has had a poor week, ending 0.2% lower as a spike in bond yields weigh...
15 February 2021
Weekly Market Update | 16 February 2021
Weekly Market Update Global equities posted positive gains for the weak as markets stabilised with the U.S. S&P 500 up 1.3% but the S&P/ASX 200 ended the week 0.5% lower. The domestic earnings season...
08 February 2021
Weekly Market Update | 8 February 2021
Weekly Market Update Markets rebounded from the previous week’s mild sell-off as strong earnings came to the fore and the Gamestop fiasco faded into the background as the stock tumbled. Retail traders supposedly turned their...
03 February 2021
Bentleys Wealth Advisors Video | January 2021
https://www.youtube.com/watch?v=dP8kBZgY8Fw In this year's first investment update, Mathew Cassidy provides a brief summary of 2020 and shares his thoughts on markets for 2021. – For more information on the above please contact Bentleys...
01 February 2021
Weekly Market Update | 1 February 2021
U.S. earnings season was in full gear with 37% of the S&P 500 having reported. 82% have beaten earnings estimates whilst 76% beat revenue estimates. Still, the market fell in its worst week since...
27 January 2021
Weekly Market Update | 27 January 2021
Equity markets rose and the U.S. S&P 500 hit new highs as the U.S. 10-year yield held steady around 1.1%. The S&P/ASX 200 rose by 1.3%, whilst the S&P 500 rose 2% as the...
18 January 2021
Weekly Market Update | 19 January 2021
In the last week, yields were largely flat after the U.S. 10-year rose over 1%, whilst equities saw a mild drawdown, with the S&P/ASX 200 down 0.6% and the U.S. S&P 500 down 1.5%...
11 January 2021
Weekly Market Update | 11 January 2021
Happy new year to all. Hopefully the year will play out as optimistically as markets have suggested over the past week. Since the last update was published in mid-December, markets have rallied strongly as...
14 December 2020
Bentleys Wealth Advisors Weekly Update | 14 December 2020
Weekly Market Update This will be the final weekly update for the year until the second week of January. Following some strong returns, most equity markets had a bit of a breather last week....
07 December 2020
Bentleys Wealth Advisors Weekly Update | 7 December 2020
Weekly Market Update Risk assets continue to march higher with cyclicals leading the way as hopes for more fiscal stimulus are revived in the U.S. Democrats have been using a bipartisan proposed $908 billion relief...
01 December 2020
Bentleys Wealth Advisors Weekly Update | 1 December 2020
Weekly Market Update More vaccine news as the AstraZeneca/University of Oxford candidate released interim results for two studies showing varying efficacy rates. The lower dosage trial where candidates received half a dose followed by...
30 November 2020
Bentleys Wealth Advisors Video | November 2020
https://www.youtube.com/watch?v=brNwtUUtoFo&feature=youtu.be In our last investment update for this year, Mathew Cassidy looks back on 2020 and shares his observations on this unexpected year and how he sees 2021 playing out. - For more...
24 November 2020
Bentleys Wealth Advisors Weekly Update | 24 November 2020
Weekly Market Update The rotation continues, with another vaccine candidate from Moderna indicating 94% efficacy, whilst Pfizer/BioNTech’s final study result indicating 95% efficacy, higher than the 90% from the interim analysis. Critically, the study...
17 November 2020
Bentleys Wealth Advisors Weekly Update | 17 November 2020
Weekly Market Update What a week! The market was expecting vaccine results sometime soon but the Pfizer/BioNTech result was much better than expected, with an indicated 90% effectiveness versus expectations for a 50-60% effective...
09 November 2020
Bentleys Wealth Advisors Weekly Update | 10 November 2020
Weekly Market Update Markets had a strong rebound last week to offset the previous week’s sell-off, with the U.S. S&P 500 up 7.4%, largely driven by the mega cap tech names that dragged markets...
27 October 2020
Bentleys Wealth Advisors Weekly Update | 26 October 2020
Weekly Market Update Markets were marginally lower as U.S. stimulus remains elusive and COVID-19 cases continue to rise in the U.S. and Europe. The S&P/ASX 200 fell 0.2% whilst the U.S. S&P 500 fell 0.5%....
20 October 2020
Bentleys Wealth Advisors Weekly Update | 21 October 2020
Weekly Market Update It was a largely flat week for equities, whilst bonds rallied slightly. The S&P/ASX 200 outperformed with a 1.2% gain, whilst the U.S. was marginally higher and Europe was lower on...
13 October 2020
Bentleys Wealth Advisors Weekly Update | 12 October 2020
Weekly Market Update Equities rose strongly as President Trump seems to have recovered swiftly from COVID-19 and the prospect of further U.S. stimulus with the S&P 500 up 3.8% for the week, despite the...
08 October 2020
Bentleys Wealth Advisors Weekly Update | 6 October 2020
Weekly Market Update News of U.S. President Trump contracting COVID-19 came late in the domestic trading day on Friday, sending the ASX 200 sharply lower and erasing the week’s gains. The ASX 200 closed 0.4%...
29 September 2020
Bentleys Wealth Advisors Video | September 2020
https://www.youtube.com/watch?v=W0y5_XYRTv8&feature=youtu.be At the end of the Australian reporting season, our Managing Director, Mathew Cassidy chats with our Portfolio Manager, Matthew Leong, about the impact of COVID, the results he has seen, and what impacts...
29 September 2020
Bentleys Wealth Advisors Weekly Update | 29 September 2020
Market recap A positive week for the ASX, up 1.5%, driven by the banks as the government rolled back responsible lending rules which drove ANZ +6%, CBA +3%, NAB +7% and WBC +7% on...
22 September 2020
Bentleys Wealth Advisors Weekly Update | 22 September 2020
Market recap The ASX ended a four-week losing streak, ending the week marginally higher, driven by strong gains in the resources and energy sectors, whilst financials detracted again. BHP (BHP) was the major contributor,...
15 September 2020
Bentleys Wealth Advisors Weekly Update | 15 September 2020
Tech…again Volatility was once again the flavour of the week. With US markets closed on Monday for the Labor Day holiday one could be forgiven for thinking price action may have been somewhat muted....
08 September 2020
Bentleys Wealth Advisors Weekly Update | 8 September 2020
High flying growth takes a hit There was a sharp drawdown in markets as growth stocks, technology in particular, were hammered. Growth has had a big run-up since the March bottom but the last...
02 September 2020
Bentleys Wealth Advisors Weekly Update | 1 September 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors SEPTEMBER A CRUCIAL MONTH Last week we reported on the continued stretching for equity market valuations, but most particularly those in the large-cap U.S...
31 August 2020
Bentleys Wealth Advisors | Meeting with a financial advisor.
https://www.youtube.com/watch?v=aoKum9ioPpE What to expect when you meet with a financial advisor. Bentleys Wealth Advisors are a team of financial experts specialising in wealth advice, who are supported by one of Australia's leading advisory, tax...
24 August 2020
Bentleys Wealth Advisors Weekly Update | 25 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tech boom stretched! It was the best of times, it was the worst of times. Last week saw the two major equity indices, the...
18 August 2020
Bentleys Wealth Advisors Weekly Update | 18 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Results season underway Last week saw reporting season kick off in a meaningful way, with results from Commonwealth Bank (CBA), Telstra (TLS), Woodside (WPL),...
11 August 2020
Bentleys Wealth Advisors Weekly Update | 11 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors 85 Days until the U.S Presidential Election And so we start the downward run towards the US Presidential Election, certainly the most significant catalyst...
05 August 2020
Bentleys Wealth Advisors Weekly Update | 4 August 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Results Season to come Last week’s market was dominated by the extraordinarily strong results from major technology companies Apple (AAPL) and Amazon (AMZN) in...
28 July 2020
Bentleys Wealth Advisors video | July 2020
https://youtu.be/vJgZnDWCp5k Matthew Cassidy, Managing Director of Bentleys Wealth Advisors gives us an update on where they were ranked for the joint Barron’s and The Australian newspapers top 100 financial advisors in the country and...
27 July 2020
Bentleys Wealth Advisors Weekly Update | 28 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Busy, busy, busy A busy week with the US central bank meeting on Wednesday night and then major technology companies Facebook (FB), Amazon (AMZN),...
21 July 2020
Bentleys Wealth Advisors Weekly Update | 21 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Stimulus news and technology earnings ahead A short and sharp wrap from us this week, but that’s not to say things are quiet, quite...
14 July 2020
Bentleys Wealth Advisors Weekly Update | 14 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A big few weeks and months ahead For a variety of reasons, the coming few weeks and months are likely to prove far tougher...
07 July 2020
Bentleys Wealth Advisors Weekly Update | 7 July 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update The grind continues in spite of record levels of virus infections in the United States and globally, but also in spite of...
29 June 2020
Bentleys Wealth Advisors Weekly Update | 29 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Last week we highlighted our concerns in relation to market levels and the seemingly confident attitude to economic recovery in the face...
24 June 2020
Monthly Investment Update | June 2020
https://www.youtube.com/watch?v=1W6AQKB7wv8 In this month's Investment Update, Jonathan Bayes gives an update on what is happening with the local and global economies, and discusses how much busier everything will be as we are coming into...
24 June 2020
Bentleys Wealth Advisors Weekly Update | 23 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Forgive me, but I am going to include several graphics in this week’s summary as a means to best articulate several points....
16 June 2020
Bentleys Wealth Advisors Weekly Update | 16 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Price is what you pay, value is what you get. It’s worth remembering this having seen markets race higher over the last...
10 June 2020
Bentleys Wealth Advisors Weekly Update | 10 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update I have been too cautious. Monday night saw the S&P 500 close at 3232 which makes it flat on the year, which...
01 June 2020
Bentleys Wealth Advisors Weekly Update | 01 June 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Market’s enjoyed the absence of fresh negative news-flow on coronavirus infection rates and in a quiet week of economic data and posted...
25 May 2020
Bentleys Wealth Advisors Weekly Update | 25 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update We have begun to refer to the current pocket in markets as something like a ‘twilight’ period. There are several reasons. Firstly,...
25 May 2020
Monthly Investment Update | May 2020
https://youtu.be/hgCHuXm5YE4 In this month's Investment Update, our Investment Consultant Jonathan Bayes, discusses how the economy and markets have performed over the last month, the encouraging news for investors in relation to the ASX, and...
18 May 2020
Bentleys Wealth Advisors Weekly Update | 18 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Market’s remain range-bound with consensus amongst investors still very much on the cautious side, and its perhaps because of this investor caution...
12 May 2020
Bentleys Wealth Advisors Weekly Update | 12 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Market update Markets remain optimistic whether it be in response to the easing in social restrictions around the world, or whether it simply be...
06 May 2020
Market Update | May 2020
https://www.youtube.com/watch?v=ErK0IcD6hNU&feature=youtu.be The sharemarket has been all over the place with March being the worst month for ASX returns in over 30 years, followed by a rebound in April thanks in large part to...
04 May 2020
Bentleys Wealth Advisors Weekly Update | 4 May 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update This week sees parts of Australia, Europe and the United States slowly ease quarantine restrictions which will no doubt give some...
28 April 2020
Weekly Client Investment Update Video | 28 April 2020
https://www.youtube.com/watch?v=z58rNowyFu4&t=2s Bentleys Wealth Advisors MD Mathew Cassidy provides a quick update on the economy as we are coming into reporting season, and discussed the need to understand your portfolios and map out strategies to...
27 April 2020
Bentleys Wealth Advisors Weekly Update | 27 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Investment update The focus has turned to ‘re-opening’ with each country moving at its own pace and in its own way. This gives us...
22 April 2020
Property Market Update | April 2020
https://www.youtube.com/watch?v=5moYmYx0U-4&feature=youtu.be This month our Director Mathew Cassidy is joined by Phillip Almeida, Director of Acquisitions at Performance Property, as they discuss insights on the property market in relation to COVID-19, and what opportunities exist in...
22 April 2020
Monthly Investment Update | April 2020
https://www.youtube.com/watch?v=qg_ahfF01fg In this month's Investment Update, our Investment Consultant Jonathan Bayes, discusses the latest COVID-19 implications on the world markets and economy, and even through there is a flattening of the curve, it is...
20 April 2020
Bentleys Wealth Advisors Weekly Update | 20 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update The grind higher continued modestly last week with most major indices pushing a further 2-4% upwards. Volume remains significantly down on...
14 April 2020
Bentleys Wealth Advisors Weekly Update | 14 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update A couple of quick remarks here as an update, but also as observations. In the past fortnight, the ASX200 has bounced...
07 April 2020
Bentleys Wealth Advisors Weekly Update | 6 April 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update This week markets seem to have begun on an optimistic footing and willing to focus on the positive. Numbers out of...
06 April 2020
Coronavirus Investment Update / Q&A
https://www.youtube.com/watch?v=POr0Ma-_0UI Given the alarming rate in which the COVID-19 pandemic is spreading, and the unprecedented effect it is having on the global financial markets, hear the latest update and views from Jonathan Bayes, our...
30 March 2020
Bentleys Wealth Advisors Weekly Update | 30 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment update Mixed emotions on the week we have just seen. In Australia, the early efforts to quarantine and our fortunately low population...
25 March 2020
Bentleys Wealth Advisors Monthly Investment Video | March 2020
https://www.youtube.com/watch?v=4kBfcr4GqTY&feature=youtu.be In light of these extraordinary times in which we are living, with the alarming spread of the coronavirus, and its impact on global financial markets, we invite you to hear an update from...
23 March 2020
Bentleys Wealth Advisors Weekly Update | 23 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment Playbook edition 2. As per last week, we feel it appropriate for the interim to continue to focus on markets from the...
20 March 2020
Bentleys Wealth Advisors Weekly Update | 20 March 2020
If western governments were slow to the looming public health crisis last month, few seem prepared to make the same mistake with their handling of the economic fallout from Coronavirus. Policy action is afoot...
17 March 2020
Bentleys Wealth Advisors Weekly Update | 16 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Coronavirus Investment Playbook Edition In light of these extraordinary times in which we are living, we thought it best this week to dedicate the...
11 March 2020
Bentleys Wealth Advisors Weekly Update | 10 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus The Italian Prime Minister Tuesday morning announced a nationwide ‘quarantine’ restricting travel without a business or health-related...
10 March 2020
Market context – Coronavirus impact
As investment markets continue to face heavy selling over uncertainties stemming from the coronavirus outbreak, this note seeks to provide context around the concerns and to offer a likely roadmap for how markets exit...
03 March 2020
Bentleys Wealth Advisors Weekly Update | 02 March 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Equity markets are now down on average -10% to -14% from their highs and year-to-date The ASX200...
26 February 2020
Bentleys Wealth Advisors Monthly Investment Video | February 2020
https://www.youtube.com/watch?v=P5u7pseQAkw&feature=youtu.be It's been a good start to the year in the first six weeks. The Australian share market is up at about 5-5.5%, international funds are up by 7-8% and the Australian dollar...
26 February 2020
Bentleys Wealth Advisors Weekly Update | 26 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Despite nearly 78,000 people in China being confirmed as infected and with an increasing number of viral...
18 February 2020
Bentleys Wealth Advisors Weekly Update | 17 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Despite the numbers for infection continuing to rise and ongoing delays to ‘business as usual’ in China,...
11 February 2020
Bentleys Wealth Advisors Weekly Update | 10 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus Recent models point to 1 in 20 people out of Wuhan’s 11m population will likely contract the...
05 February 2020
Bentleys Wealth Advisors Weekly Update | 03 February 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Update on the coronavirus As of Monday morning, 14,000+ people have been infected and 300+ people in China have died from...
29 January 2020
Bentleys Wealth Advisors Weekly Update | 28 January 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Booming start to 2020 for Australian equity investors The ASX200 is up almost +7% YTD making it the best performing developed...
28 January 2020
Bentleys Wealth Advisors Monthly Investment Video | January 2020
https://www.youtube.com/watch?v=DXybBEKjPHI&feature=youtu.be As we begin a new year, we are fortunately starting with the Australian markets at an all time high, as the share market had it's best year in a decade in 2019....
20 January 2020
Bentleys Wealth Advisors Weekly Update | 20 January 2020
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Welcome back and Happy New Year. Having been offline for a month, this edition of the ‘Weekly’ is intended to provide a short...
17 December 2019
Bentleys Wealth Advisors Weekly Update | 16 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes U.S – China ‘phase one’ trade deal confirmed is a positive to end the year. The deal should be signed in...
16 December 2019
Bentleys Wealth Advisors Monthly Investment Video | December 2019
https://www.youtube.com/watch?v=DIiAF7vbiV8&feature=youtu.be For the last Monthly Investment Update of 2019, Jonathan Bayes looks back at this year's performance and what to keep an eye on as the end of the year approaches. _ If...
10 December 2019
Bentleys Wealth Advisors Weekly Update | 10 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released U.S employment figures surprised strongly in November rising a whopping 266,000 for the month and taking the U.S unemployment rate to...
05 December 2019
Bentleys Wealth Advisors Monthly Investment Video | November 2019
https://www.youtube.com/watch?v=JtFwg67duu0 This month, Jonathan Bayes talks about emerging markets and why he is feeling hopeful about the Australian Economy. _ If this edition has raised questions regarding your personal situation, please contact your Bentleys Wealth...
03 December 2019
Bentleys Wealth Advisors Weekly Update | 2 December 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Key market themes Australian economic data remains very soft and has given us precious little to hang our hat on insofar as our confidence...
26 November 2019
Bentleys Wealth Advisors Weekly Update | 25 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released Australian October Skilled Vacancies continued to fall and are now -8.6% YoY. These numbers point to ongoing full-time job losses, particularly...
20 November 2019
Cash and diversified fixed income update
With cash and term deposit rates still at historic lows, there are a variety of other fixed income options available to investors at different levels of risk. So, what has happened in the markets recently?...
19 November 2019
Bentleys Wealth Advisors Weekly Update | 18 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Economic data released Australian Business and Consumer Confidence both bounced last month from 5-year and 4-year lows respectively. We think this bounce is relevant...
12 November 2019
Bentleys Wealth Advisors Weekly Update | 11 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A positive week with both sides confirming that progress is being made on a ‘phase one’ trade deal and that any deal is likely...
06 November 2019
Bentleys Wealth Advisors Weekly Update | 4 November 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The US and China continue to progress towards completion of ‘phase one’ of their trade deal and both sides have made soothing remarks as...
29 October 2019
Bentleys Wealth Advisors Weekly Update | 29 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets seem comfortable with the progress being made towards a ‘phase one’ deal between China and the U.S, which both sides hope will be...
24 October 2019
Bentleys Wealth Advisors Monthly Investment Video | October 2019
https://www.youtube.com/watch?v=icIZhNLnhEo&feature=youtu.be This month, Jonathan Bayes explains what the latest local and global economic news means for your investment portfolio. _ If this edition has raised questions regarding your personal situation, please contact your Bentleys Wealth...
22 October 2019
Bentleys Wealth Advisors Weekly Update | 21 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors It was a quiet week on the trade front albeit the Chinese government have said they would expect the US to roll back existing...
15 October 2019
Bentleys Wealth Advisors Weekly Update | 14 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors U.S Small Business Confidence eased back to be just above a 3-year low last month, and within the release hiring and employee compensation plans...
08 October 2019
Bentleys Wealth Advisors Weekly Update | 8 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors U.S. Manufacturing sector activity fell to a 10-year low and U.S. Service sector activity fell to a 3-year low last week, causing rightful concern...
01 October 2019
Bentleys Wealth Advisors Weekly Update | 1 October 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The past week has left little to discuss regarding global growth. Recent data was mixed; with some softening in US consumer confidence, but there’s...
01 October 2019
Bentleys Wealth Advisors Monthly Investment Video | September 2019
https://www.youtube.com/watch?v=am5d1Dck1jY&feature=youtu.be This month, Jonathan Bayes explains why the current environment is fertile for an uptick in Australian merger & acquisition activity, and Kerry Craig, Global Market Strategist – J.P Morgan looks at the Australian economic...
24 September 2019
Bentleys Wealth Advisors Weekly Update | 23 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Slowing global growth continues to plague headlines as economic data continues to disappoint. Speculation continues around Sino-U.S. trade tensions with markets still anticipating...
17 September 2019
Bentleys Wealth Advisors Weekly Update | 17 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Fresh from news that the next round of trade talks would kick off early next month, there was also suggestion last week from...
10 September 2019
Investment diversification requirements for SMSFs strategies
The ATO has recently announced that it will be sending out letters to approximately 17,700 self-managed super fund (SMSF) trustees and their auditors. The ATO has concerns that many SMSF Investment strategies may not meet the diversification requirements under regulation 4.09 of...
10 September 2019
Bentleys Wealth Advisors Weekly Update | 10 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors US August manufacturing data came in at 49.1 and demonstrated the first monthly decline since 2016. Concerningly, the indicator of new order growth...
03 September 2019
Bentleys Wealth Advisors Weekly Update | 2 September 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tariffs were levied on additional US and Chinese exports to each’s respective countries over the weekend, further escalating tensions and showing we remain well...
28 August 2019
Bentleys Wealth Advisors Monthly Investment Video | August 2019
https://www.youtube.com/watch?v=dCQTVAaCO5c&feature=youtu.be This month, Jonathan Bayes looks at how the bond market is impacting portfolio returns and we hear from Franklin Templeton on unexpected growth opportunities in the automotive industry. _ If this edition has raised questions...
27 August 2019
Bentleys Wealth Advisors Weekly Update | 27 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Tariff wars escalating provide reason for concern as our stance for much of 2019 has been that self-interest would ensure an ultimate resolution on...
20 August 2019
Bentleys Wealth Advisors Weekly Update | 19 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Ongoing tariff uncertainty continues as Chinese authorities publicly rebuked the United States for threatening to impose a 10% tariff on the remaining $300bn of...
12 August 2019
Bentleys Wealth Advisors Weekly Update | 12 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Pressures on risk assets began to intensify last week; with iron ore prices falling by 20% and President Trump doubling down on the previous...
06 August 2019
Bentleys Wealth Advisors Weekly Update | 5 August 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Pressures on risk assets began to intensify last week, with the US Federal Reserve cutting interest rates. They preferred to call this a ‘mid-cycle’...
30 July 2019
Bentleys Wealth Advisors Weekly Update | 30 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Earnings season has begun in the U.S. Thus far it has been a mixed bag with general industrials seeing a clouded outlook and those...
24 July 2019
Bentleys Wealth Advisors Weekly Update | 23 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Earnings season has begun in the U.S; thus far it has been a mixed bag with general industrials seeing a clouded outlook and those...
23 July 2019
Bentleys Wealth Advisors Monthly Investment Video | July 2019
https://www.youtube.com/watch?v=k4VZ5xYApos As we head into the new financial year find out why Jonathan Bayes is feeling optimistic about Australian equities, and hear from Haydn Scott, Vice President – Global Wealth Management, PIMCO, the 5 key...
16 July 2019
Bentleys Wealth Advisors Weekly Update | 15 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Momentum continues to outperform as investors remain more concerned by missing the rally than of buying the top. Reach for yield remains a priority...
09 July 2019
Bentleys Wealth Advisors Weekly Update | 9 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Expectations and reality might be sooner to collide after the market’s stellar rise. Last week saw some cold water thrown over investor expectations for...
02 July 2019
Bentleys Wealth Advisors Weekly Update | 2 July 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Trade tensions de-escalated at the weekend G-20 meeting, albeit little agreement on anything sustainable was achieved. Both China and the U.S agreed to...
25 June 2019
Bentleys Wealth Advisors Weekly Update | 25 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets went onward and upward again last week, and it wasn’t just equities. Oil jumped +10%, gold rallied to its highest level in...
21 June 2019
Bentleys Wealth Advisors Monthly Investment Video | June 2019
https://www.youtube.com/watch?v=PVnZtDpryTw Australia keeps its Prime Minister, cuts rates and eases lending requirements while major central banks continue to support the market with dovish comments as offset by continued concerns over trade. _ If this edition has raised questions regarding your personal...
18 June 2019
Bentleys Wealth Advisors Weekly Update | 18 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors We have a quite a bit to get through this week, and I am feeling really quite optimistic and interested by the opportunities...
11 June 2019
Bentleys Wealth Advisors Weekly Update | 11 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The grind continues. This morning the ASX200 trades at its highest level since pre the GFC (2007), and the S&P500 also remains within...
04 June 2019
Bentleys Wealth Advisors Weekly Update | 3 June 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors And so it continues. The trade-war, that is. Chinese response to U.S trade demands suggests resolution a way’s off Over the weekend the Chinese...
27 May 2019
Bentleys Wealth Advisors Weekly Update | 27 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors So, a week has now gone since the Coalition’s surprise victory and I have had the time to sit down and process my thoughts....
21 May 2019
Bentleys Wealth Advisors Weekly Update | 21 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This post will be a simple post-Australia Federal Election summary. RELIEF Relief would be the one word that perhaps most adequately sums up the...
20 May 2019
Bentleys Wealth Advisors Monthly Investment Video | May 2019
https://www.youtube.com/watch?v=T536UjvQ0Y4&feature=youtu.be Global earnings have been better than expected but risk assets are struggling as valuations look stretched following the big first quarter rally and political issues surface. Australia also moves closer to cutting rates following...
13 May 2019
Bentleys Wealth Advisors Weekly Update | 13 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Winter is coming, both seasonally and in the market, and we are now loaded up on CASH in our recommended portfolios. This doesn’t...
07 May 2019
Bentleys Wealth Advisors Weekly Update | 7 May 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors It’s heating up, and not in a good way. Trade talks deteriorate Last night the U.S President upped the ante in trade talks with the...
30 April 2019
Bentleys Wealth Advisors Monthly Investment Video | April 2019
https://www.youtube.com/watch?v=o1VFHoKJ5wg&feature=youtu.be Investors continue to see strong returns across the board despite weak economic data. The yield curve also flashed a recession signal but concerns were short-lived. This month, we look at why the yield curve inverted and what it...
30 April 2019
Bentleys Wealth Advisors Weekly Update | 29 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This was a crucial week in markets, both here and abroad, for a couple of reasons. 2 x 0.25% rate cuts before Christmas according to...
24 April 2019
Bentleys Wealth Advisors Weekly Update | 23 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Markets continued to suspend disbelief in what was a busy week, again choosing to ignore the grey clouds looming on the horizon. And they are...
16 April 2019
Bentleys Wealth Advisors Weekly Update | 15 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Release of March Chinese lending figures Probably the main news of the week, in the near term at least, was the release of the March...
09 April 2019
Bentleys Wealth Advisors Weekly Update | 8 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors No Federal Election announcement over the weekend, so we now look towards the 18th of May, or worst case the 25th May. There seems...
02 April 2019
Bentleys Wealth Advisors Weekly Update | 1 April 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors This is the start of a really busy month or so for Australian investors, with the Federal Budget due on Tuesday night and a...
26 March 2019
Bentleys Wealth Advisors Weekly Update | 25 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors But for the late fall in the U.S and Europe on Friday night, it would have been a bit of a nothing week again....
21 March 2019
Bentleys Wealth Advisors Monthly Investment Video | March 2019
https://www.youtube.com/watch?v=3_9iAswPESU&feature=youtu.be Up and up we go as markets continue to rebound despite economies showing more and more signs of weakness. This month, we take a deeper look into the Australian economy as talk of recession...
19 March 2019
Bentleys Wealth Advisors Weekly Update | 18 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors Risk appetite managed to stay healthy for a further week in spite of increasing evidence pointing to a worsening in the local economy, and...
12 March 2019
Bentleys Wealth Advisors Weekly Update | 12 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors A bit of a change today with our weekly summary piece being released at the start, not the end of the week. We will...
04 March 2019
Bentleys Wealth Advisors Weekly Update | 1 March 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors http://bentleyswealth.com.au/ Australian corporate reporting season is now officially behind us, and though I haven’t seen any research compiled on the overall net bias, my...
27 February 2019
Bentleys Wealth Advisors Monthly Investment Video| February 2019
https://youtu.be/h9jgvjWPLXI Sentiment continues to lift markets across the board with both growth and defensive assets gaining ground. Earnings season is going into full swing in Australia, whilst it is just tailing off in the...
26 February 2019
Cash and Diversified Fixed Income Update
So what has happened in the markets recently? Well, they have had cheery news on several fronts but the outlook for economic growth has weakened. The Fed had further dovish comments, with one speaker indicating that Quantitative Tightening may cease in...
25 February 2019
Bentleys Wealth Advisors Weekly Update | 22 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors The ASX200 is up a little more than 1% again this week, and believe it or not, it’s within 3% of its highs seen back...
18 February 2019
Bentleys Wealth Advisors Weekly Update | 15 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Enough. Markets continue to defy gravity here in spite of the ongoing uncertainties swirling around both trade and Trump’s border wall. This won’t...
11 February 2019
Bentleys Wealth Advisors Weekly Update | 8 February 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au In a sign of the times in which we live, markets globally have swung from extreme greed in late September 2018, to extreme...
06 February 2019
Bentleys Wealth Advisors Monthly Investment Video | January 2019
https://www.youtube.com/watch?v=TIBYAWXanww&feature=youtu.be Following a turbulent end to 2018, Mathew Cassidy and Jonathan Bayes welcome us back to 2019 and take a look at what we can expect from international and local markets in the year ahead.
04 February 2019
BENTLEYS WEALTH ADVISORS WEEKLY UPDATE | 1 FEBRUARY 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au As expected, it was a big week for investors, and in large part, a good one for our model portfolios. U.S Federal Reserve ‘blinks’...
28 January 2019
BENTLEYS WEALTH ADVISORS WEEKLY UPDATE | 25 JANUARY 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Australian shares seem set to close out the week on a high, rallying almost 1% on Friday as we went into the long weekend....
20 January 2019
Bentleys Wealth Advisors Weekly Update | 21 January 2019
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Happy New Year to all. 2018 ended in plume of dark smoke as equity markets across the globe cratered. Increasing caution around the outlook...
18 December 2018
Bentleys Wealth Advisors December 2018 | Investment Update Video
https://youtu.be/FBTqBvZMvp8 Mathew Cassidy and Jonathan Bayes provide a final economic update for 2018 and look ahead at what trends investors can expect in 2019.
17 December 2018
Bentleys Wealth Advisors Weekly Update |17 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Another yo-yo week with little to catalyze fresh market direction. From an administrative perspective, this is our last ‘Weekly Market Update’ and we will...
10 December 2018
Bentleys Wealth Advisors Weekly Update | 10 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au What a week. IOOF (IFL) punished IOOF (IFL) is down a whopping -35% today, and as one of our foundation Australian equity positions we...
03 December 2018
Bentleys Wealth Advisors Weekly Update | 3 December 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Up, down, around, and back again. All for nothing. So, we end the week flat, but with a crucial meeting between Donald Trump and...
25 November 2018
Bentleys Wealth Advisors Weekly Update – 26 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au The last couple of weeks I have been shorter in my commentary than I would have liked, so this week, with the benefit of...
22 November 2018
Bentleys Wealth Advisors November 2018 | Investment Update Video
Jonathan Bayes and Tim Johansen, Managing Director, Real Estate Finance – Qualitas provide the latest investment update on the local and global economies, and investing in real estate income funds. https://youtu.be/9Zn8BNfr3gk
19 November 2018
Bentleys Wealth Advisors Weekly Update – 19 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au This week saw global share-markets wobble again. There were several reasons for the uncertainty, notably the disappointing Chinese monetary aggregates which showed weaker lending...
12 November 2018
Bentleys Wealth Advisors Weekly Update – 12 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Small-cap positives – Afterpay (APT) and BWX (BWX) APT released a constructive trading statement this week that outlined a far more advanced rollout of...
08 November 2018
Thinking Wealth | Issue 21 | November 2018
Article 1 | Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to...
07 November 2018
Bentleys Wealth Advisors Weekly Update – 7 November 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au We got a bounce this week, not unlike what we expected. Many valuations on Australian shares are now at their lowest ebb in 5-years,...
29 October 2018
Bentleys Wealth Advisors Weekly Update – 29 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Ok. Things got a little serious this week. At least that’s the sense I get from talking to the advisors and to investors. Now,...
23 October 2018
Bentleys Wealth Advisors Weekly Update – 22 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au Felt like there was a lot going on this week, much of it structurally a little concerning. U.S Interest Rates – wage pressure is...
21 October 2018
Bentleys Wealth Advisors Monthly Video Update – October 2018
Bentleys | Investor Update October | HD Please click on the link above to download our latest video.
15 October 2018
Bentleys Wealth Advisors Weekly Update – 15 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au So much to cover, and yet it’s so important to sort the important stuff from the noise. But, some context first. The sell-off As...
09 October 2018
Bentleys Wealth Advisors Weekly Update – 8 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au We are getting more cautious. I remarked to our team this week, perhaps rather flippantly, that this is when it starts getting fun. What...
02 October 2018
Bentleys Wealth Advisors Weekly Update – 2 October 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors bentleyswealth.com.au In the United States, September Consumer Confidence surged to its highest level since the height of the dot-com craze in 2000. That’s worthy context...
25 September 2018
Bentleys Wealth Advisors Weekly Update – 25 September 2018
From Jonathan Bayes, consultant Chief Investment Officer, Bentleys Wealth Advisors. bentleyswealth.com.au Markets had a better tone to them this week and were led by a rebound in sentiment in Asia. Gains in Chinese and other...
24 September 2018
Bentleys Wealth Advisors Monthly Video Update – September 2018
PWG | Investor Update September | HD Please click on the link above to download our latest video.
18 September 2018
Bentleys Wealth Advisors Weekly Update – 14 September 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au We drifted again this week and there wasn’t a huge amount to discuss in terms of news-flow or themes, which makes for any easy summary to...
03 September 2018
Bentleys Wealth Advisors Monthly Video Update – August 2018
Bentleys | Investor Update August | HD Please click on the link above to download our latest video.
24 August 2018
What does a Labor Government do to your portfolio?
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. bentleyswealth.com.au What does a Labor Government do to my investment portfolio? The last thing I want is to be self-important, but if you have Australian investment portfolio’s...
20 August 2018
Bentleys Wealth Advisors Weekly Update – 17 August 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Phew. At the end of a manic week, and with a heavy focus on corporate earnings, I think I am going to try and cover of...
13 August 2018
Bentleys Wealth Advisors Weekly Update 10 August 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Reporting season is finally upon us, and for the next few weeks it’s our intention to spend more time offering feedback on local company results and...
10 August 2018
Bentlesy Wealth Advisors Weekly Update – 3 August 2018
From Jonathan Bayes, consultant Chief Investment Officer, Partners Wealth Group For the 6th week in a row the ASX200 looks like closing the week at or around the 6200-6250 level. Just like last week,...
10 August 2018
Bentleys Wealth Advisors Weekly Update – 26 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Another week of consolidation across markets. Probably the main change to note this week, was the slightly more optimistic tone to come from out of China....
01 August 2018
Bentleys Wealth Advisors Monthly Video Update – July 2018
Bentleys | Investor Update July | HD Please click on the link above to download our latest video.
23 July 2018
Bentleys Wealth Advisors Weekly Update – 20 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. For the fourth week in a row, the ASX200 has paused at or around 6250-6300 mark. But who wants to talk about the boring old index when...
16 July 2018
Bentleys Wealth Advisors Weekly Update 13 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Once again, global share-markets have managed to remain resilient in the face of perplexing US trade policy on tariffs. This week President Trump proposed tariffs on a...
09 July 2018
Bentleys Wealth Advisors Weekly Update – 6 July 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The selling across Asia continued this week, placing further doubts over the global economic outlook. The US has been closed for most of this week and hence...
02 July 2018
Bentleys Wealth Advisors Weekly Update 29 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au So, this week, the grind higher continued. The ASX200 initially pulled back alongside ongoing emerging market weakness, but yet again, through the latter part of the...
25 June 2018
Bentleys Wealth Advisors Weekly Update – 22 June 2018
The ASX200 this week posted its best performance for the year, and catapulted the index to its highest level since the GFC. Bank stocks led the charge, snapping out of their 2018 decline and rising...
20 June 2018
Bentleys Wealth Advisors Weekly Update – 15 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au We have a nice rally underway today, which should leave the ASX200 flat or even up a little on the week, but all the same the...
12 June 2018
Bentleys Wealth Advisors Weekly Update – 8 June 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Firstly, a quick apology for my brief missive last week. I wouldn’t ordinarily be so quick, but I found myself on the hop with travel,...
09 May 2018
Federal Budget 2018 – what you need to know
Leading his third Federal Budget, Treasurer Scott Morrison has focussed on tax cut “affordability” and delivering a “responsible” budget that will encourage consumer spending and economic growth, without damaging the reduction of the national debt...
08 May 2018
Bentleys Wealth Advisors Weekly Update – 4 May 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au There was the most almighty buy-up of Australian shares this week, and it caused the vast majority of market players to ask questions as to...
02 May 2018
Bentleys Wealth Advisors Monthly Video Update – April 2018
Bentleys | Investor Update April | HD Please click on the link above to download our latest video.
30 April 2018
Bentleys Wealth Advisors Weekly Update – 27 April 2018
www.bentleyswealth.com.au From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. It was an interesting week, in which all our long-term investment themes continued to play out like slow-rolling lava. Rising bond yields, ongoing Australian Bank sector...
23 April 2018
Bentleys Wealth Advisors Weekly Update – 20 April 2018
This was an important week for markets and investors, and I hope everyone takes 5-minutes out of their day to quickly read through my simple thoughts. The week was important for two simple reasons –...
23 April 2018
Bentleys Wealth Advisors Weekly Update – 13 April 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au A slightly better tone to markets, but only modest gains locally and in the US. Asian markets tended to do better, driven in large...
04 April 2018
Bentleys Wealth Advisors Monthly Video Update – March 2018
Bentleys | Investor Update March | HD Please click on the link above to download our latest video.
02 April 2018
Bentleys Wealth Advisors Weekly Update 30 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au It was another mixed week, but characterized by significant volatility. Increased Volatility, continued technology selling As an example, the tech-heavy NASDAQ index...
26 March 2018
Bentleys Wealth Advisors Weekly Update – 23 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Dominating headlines this week was the heightened trade tension between China and the U.S, and the data privacy issues surrounding Facebook (FB). Perhaps a third,...
18 March 2018
Bentleys Wealth Advisors Weekly Update 19 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au In a week where Australian business confidence reached its best level in 20 years, share-markets did very little. Labor Tax Grab Probably the biggest news of...
14 March 2018
Bentleys Wealth Advisors Monthly Video Update – February 2018
Bentleys | Investor Update February | HD Please click on the link above to download our latest video.
12 March 2018
Special Event: Financial Markets – the Great Escape
Special Event: Financial Markets - The Great Escape? The Directors and Staff Invite you to join them for a special presentation from Tracey McNaughton, Head of Investment Strategy, Australia and New Zealand, UBS Asset Management. You...
12 March 2018
Bentleys Wealth Advisors Weekly Update – 9 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au I am going to be pretty punchy this week. The week in global share-markets was dominated by the tit-for-tat over Trump’s new steel and aluminium tariffs...
05 March 2018
Bentleys Wealth Advisors Weekly Update – 2 March 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au This week’s note can be short and to the point. Share-markets across the globe eased back as the week passed, with a few new and relevant...
25 February 2018
Bentleys Wealth Advisors Weekly Update – 23 February 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Rounding out this week sees Australian corporate reporting season largely done. Across our portfolio of holding’s we probably came out somewhere in the middle, which as...
19 February 2018
Bentleys Wealth Advisors Monthly Update 2018
Introduction As alluded to in earlier issues, low volatility did not last and investors saw a turbulent start to February with bonds and equities both selling off, with markets blaming algorithmic traders and low volatility...
12 February 2018
Bentleys Wealth Advisors Weekly Update – 9 February 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au It’s a really human thing to insist on knowing ‘why?’ The vast majority of us have kittens when things are left unexplained. This week’s market sell-off...
05 February 2018
Bentleys Wealth Advisors Weekly Update – 2 February 2018
From Jonathan Bayes, consultant Chief Investment Officer, Partners Wealth Group. We have just had a rather busy and important week, and there is more to come. Share-markets are flat to down across the globe this...
30 January 2018
Monthly Investment Update Video- January
[embed]https://youtu.be/sgF8wYG92Gw[/embed]
22 January 2018
Bentleys Wealth Advisors Weekly Update – 19 January 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Global share-markets are racing out the gate in January, but lagging at the back of the pack is the ASX200. No amount of optimism in US,...
14 January 2018
Bentleys Wealth Advisors Weekly Update 12 January 2018
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au Welcome back to all, and hoping that everyone had a relaxing few weeks break over Christmas and NYE. It goes without saying that we wish you...
21 December 2017
Monthly Perspective December 2017
www.bentleyswealth.com.au This year has seen risky assets deliver strong returns and global economies growing synchronously. In this month’s edition, we look back on various headlines of 2017. The S&P/ASX 200 briefly breached the 6000-point mark...
20 December 2017
Bentleys Investor Updates- November and December
[embed]https://youtu.be/95zSKV0bTAU[/embed] [embed]https://youtu.be/HklD8BWQAbw[/embed]
10 December 2017
Bentleys Wealth Advisors Weekly Update – 11 December 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au A flattish week, but impressive all the same. I say impressive, because good markets rotate well, and this market continues to do just that, allowing the...
03 December 2017
Bentleys Wealth Advisors Weekly Update – 4 December 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www,bentleyswealth.com.au Ok. Brace yourself. Maybe I got out of bed on a different side today, but on two key points of view, my thoughts are trying to...
26 November 2017
Bentleys Wealth Advisors Weekly Update 27 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. There wasn’t much to trouble the scorers this week, with activity muted by the US Thanksgiving holiday. Our market idled away, posting small gains, but in all...
22 November 2017
THE IMPORTANCE OF FIXED INCOME
Fixed income is an important part of any investor’s armoury. Fixed income can serve several different purposes such as generating a consistent flow of income, providing defensive exposure and portfolio diversification. Consistent flow of income...
22 November 2017
Super And Your Retirement
A recent article published in The Sydney Morning Herald (12 October 2017) was startlingly entitled “Counting on your super to fund your retirement? Don’t.” Now, anybody who read that headline would be well within...
22 November 2017
The Search For Yield
We recently presented at Bentleys’ NorWest office on ‘Looking for Yield in a Low Cash Rate Environment’. With tongue firmly in cheek, we started with a quote from legendary investment writer Ray De Voe who...
20 November 2017
Bentleys Wealth Advisors Weekly Update 20 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week I am going to be pretty short and sharp. We had some consolidation in markets locally, after what has been a pretty tidy rise this...
12 November 2017
Bentleys Wealth Advisors Weekly Update 10 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Woohoo. 6000 on the ASX200. This week marked the 5th rise in a row for the ASX200 and the highest level achieved since early 2008. Yay. There...
05 November 2017
Bentleys Wealth Advisors Weekly Update 3 November 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. www.bentleyswealth.com.au The music continued to play this week, and the markets continued to dance to it. OPTIMISM REIGNS U.S economic momentum remains pedal-to-the-metal with Consumer Confidence for...
29 October 2017
Bentleys Wealth Advisors Weekly Update 27 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have a A LOT to cover this week so please bear with me. KEY TREND CHANGES ARE AFOOT This week felt like we were finally seeing...
23 October 2017
Bentleys Wealth Advisors Weekly Market Update 17 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The grind higher continued this week, with the ASX200 up a little under 1%. Small & mid-cap managers continue to be the ones with smiles on their...
15 October 2017
Bentleys Wealth Advisors Weekly Market Update 13 October 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Australia regained some modest ground this week, both in absolute performance and relative to its major index comparatives from offshore. As at Thursday’s close, the ASX200 is...
09 October 2017
Australian Market Update October 6 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have a few things to cover off, but on the whole it won’t be a long tome from me today. International assets kick into gear What’s...
02 October 2017
Australian Market Summary 29 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. An early release of the weekly update this week given the public holiday in Victoria on Friday. The weather is turning and with daylight savings kicking in...
25 September 2017
Bentleys Wealth Advisors Weekly Update 22 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week we rounded out over 4 months in the same 3% trading range, but the bottom of the range is beginning to look a little precarious....
18 September 2017
Estate Planning 2 – Beware of the US IRS
And, while we are on the topic of estate planning… One of the most wide-reaching reforms introduced by former US President Obama was the Foreign Account Tax Compliance Act (“FATCA”) which virtually enforced an obligation on non-US...
18 September 2017
Estate Planning – Looking after Non-resident Beneficiaries
Our October 2016 edition of Thinking Tax (www.bentleys.com.au) carried an article entitled “Death and Taxes”, in which we highlighted the general proposition that – in a colloquial sense, at least – a capital gains tax (“CGT”) liability shouldn’t apply...
17 September 2017
Australian Market Summary – 15 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. As I type, headlines are scrolling across my screen confirming that the North Korean’s have yet again lobbed a missile over the top of Japan’s northern island...
14 September 2017
New Financial Year – Time To Get Organised
The new superannuation legislation is now in force and we suggest you take a look at the following in conjunction with the preparation of your 2017 Financials and Income Tax Return: 1. We suggest you...
14 September 2017
Thinking Women’s Wealth
Bentleys NSW was delighted to host the recent Women in Business Network lunch presented by the CBD Sydney Chamber of Commerce and 100 Mums. In the introduction to the lunch, the subject of superannuation for...
11 September 2017
Australian Market Summary – 8 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. So much to cover this week, with a large focus on the economy and the ‘bigger picture’ so to speak. Now first, can I say, I don’t...
04 September 2017
Australian Market Summary – 1 September 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The first day of spring has sprung, and conversely earnings season is winding down to an end. For the 7th week on the trot, the ASX has...
28 August 2017
Australian Market Summary – 25 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Week 3 of reporting season over, and I need to take a breath. As I said last week, this year’s reporting season has in large part been...
20 August 2017
Australian Market Summary – 18 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Whoa. And another one bites the dust. Telstra (TLS) this week became the latest Australian blue-chip to dramatically cut its dividend payout, warning investors that dividends would...
14 August 2017
Australian Weekly Market Summary – 11 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. We have heaps to cover today, with reporting season having kicked off this week in size. I will cover off on a lot of companies shortly, but...
06 August 2017
Australian Market Summary – 4 August 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, we have a lot to cover today. Once again this week, the market did absolutely nothing. Once again it struggled for momentum. For three months now...
31 July 2017
Australian Market Summary – 28 July 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Indiscriminate. Random. These are two words that come to mind when I think of Australia’s share-market this past 2 months. In that time we have traded within...
28 July 2017
Bentleys Wealth Advisors Monthly Perspective – July 2017
Volatility has been low across all investment markets as investors search for direction, but has started to pick up over the last couple of weeks. Earnings and economic growth expectations have driven markets higher this calendar...
25 July 2017
Income protection – not to be taken for granted
We take some of the best things in life for granted. The ability to earn an income can be one of them. It’s just work, right? So how would you feel if it was lost...
25 July 2017
Ageing parents – Ageing gracefully
The reality of modern life is that we are tending to live longer, fuller lives.If you have elderly relatives, you may be faced with deciding the best ways to support them as they age. While...
24 July 2017
Australian Market Summary 21 July 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Up and down and around we go. For everything that sounds like news one day, we quickly assimilate it and find it means little 2 days down...
18 July 2017
Australian Market Summary – 14 July 2017
Australian Market Summary – 14 July 2017 From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, it was another random week. Where mid-week things were looking considerably dicey, as I type now at Friday lunch...
15 June 2017
Why infrastructure stocks can withstand higher interest rates
The shock election of Donald Trump as US president sparked excitement that his pro-growth policies would reinvigorate the US economy. Talk these policies would be accompanied by faster inflation boosted US long-term interest rates by...
15 June 2017
Do you understand the latest changes to home care services?
Earlier this year the Federal Government introduced changes to the allocation of government funded home care packages. Previously packages were allocated directly to care providers who “cherry picked” recipients from a national database. This meant...
15 June 2017
What does the 2017 budget mean for property transactions?
The 2017 budget announcement has raised many questions around property transactions for foreign and Australian residents. Bentleys Wealth Advisors summarised the key proposed changes you need to understand. NSW Government Announces Plan for First Home Buyers...
15 June 2017
EOFY superannuation checklist
As the end of financial year rapidly approaches, these are the key superannuation considerations you need to make prior to 30 June. Pensions Ensure minimum pension paid otherwise pension will cease and fund will lose...
15 June 2017
Monthly Perspective – June 2017
Political risks have been at the forefront of investors’ minds but this has failed to curb risk appetite as international equities have been fairly flat. Instead, the reactions have played out in other markets such...
13 June 2017
Australian Market Summary – 9th June 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Geez, what a curious and rather depressing week. From the horrors of the London tragedy, through the Comey testimony, and now the prospect of a divided British...
05 June 2017
Australian Market Summary – 2nd June 2017
Australian Market Summary – 2nd June 2017 From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. A lot to get through today. Australian markets continued to underperform their global peers, whilst the S&P500 made a new...
05 June 2017
Australian Market Summary – 26 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. This week, it feels like the penny is beginning to drop. This week, it feels like domestic Australian investors are beginning to pay attention to the long...
23 May 2017
Australian Market Summary – 19 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Beyond the rather heavy Wednesday night sell-off in U.S equity markets, it was a pretty ho-hum week. In fact, Australian shares are likely to end...
19 May 2017
Superannuation and Retirement
Thankfully, there were no restrictive announcements on changes to superannuation. The industry is still smarting from the 2016 Budget and is busily preparing to implement those changes in under two months’ time. That said, there...
18 May 2017
What does the Federal Budget mean for you?
The Federal Budget 2017-18 includes a number of proposals that if approved, could impact your financial strategy. To help navigate you through these changes, the specialist team at Partners Wealth Group explain how the Federal...
18 May 2017
Federal Budget 2017 – Super changes – May 2017
Superannuation was relatively left alone in the Federal budget, with essentially the two main changes being proposed. The minimal changes to superannuation was expected, due to many people still grappling with the super reforms coming...
18 May 2017
Federal Budget 2017 – Effects on the housing market – May 2017
Federal Budget 2017 delivered three significant changes affecting the housing market. They include changes to voluntary contributions to superannuation in order to help purchase a first home, tightening the rules around what can be claimed...
18 May 2017
Federal Budget 2017 – Super changes – May 2017
Superannuation was relatively left alone in the Federal budget, with essentially the two main changes being proposed. The minimal changes to superannuation was expected, due to many people still grappling with the super reforms coming...
18 May 2017
Monthly Perspective – May 2017
International equities continue to push higher as the US earnings season and the French elections have been safely navigated. The US earnings season has been positive, with average profit growth beating expectations. Locally, the S&P/ASX...
17 May 2017
Australian Market Summary – 12 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Interesting and significant week, mmm. I think it’s far more of a significant week than the +0.7% rise in the ASX200 might imply at a headline level....
09 May 2017
Australian Market Summary – 5 May 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Well, I’ll admit to feeling slightly relieved with some of the moves we saw in markets this week. Though the Australian share-market is down only a shade...
01 May 2017
Australian Market Summary – 28 April 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Lots and lots this week. And more to come next week too with the Australian banks reporting interim profit figures and Woolworths (WOW) due to post...
01 May 2017
Surcharges for absentee owners and foreign purchasers of land – how does it impact on discretionary trusts?
There has been a lot of discussion lately regarding the changes to the absentee owner surcharge under the Land Tax Act 2005 (Vic) and the stamp duty surcharge for foreign purchasers under the Duties Act...
01 May 2017
Income Protection – not to be taken for granted
We take some of the best things in life for granted. The ability to earn an income can be one of them. It’s just work, right? So how would you feel if it was lost...
01 May 2017
Superannuation reforms – your last chance to act before new changes come into effect
It would be more than fair to say that the majority of superannuation reforms coming into effect from 1 July 2017 are negative changes. Therefore, it is imperative that you and your advisor review your...
01 May 2017
Monthly Perspective – April 2017
Risky assets continue to push higher, with global and US conditions still strong despite the recent softer data. Despite various geopolitical events surfacing, equity markets continue to trudge upward. Meanwhile, defensive assets have also performed...
19 April 2017
Australian Market Summary – 7 April 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Wow. A busy week just got busier today with news that the United States had launched a directed missile attack at a Syrian airfield this morning. What...
27 February 2017
Australian Market Summary – 24 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Reporting season has now largely come to an end. Looking forward, investors will again re-focus themselves on the macroeconomic outlook in the coming months. Globally the big...
17 February 2017
Australian Market Summary – 17 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. As expected, it was a busy and frustrating week again. There a few, big picture items to cover for context, so I will address them first before...
16 February 2017
Super Changes – What You Need To Know
As you will have heard superannuation reform bills have now been passed by both houses and await royal assent – here's what you need to know: Unless stated otherwise, the following changes are effective from...
16 February 2017
What’s happening to Superannuation?
As you will have heard superannuation reform bills have now been passed by both houses and await royal assent – here's what you need to know: Unless stated otherwise, the following changes are effective from...
16 February 2017
What make a brand success?
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well as 3 tranches of legislation released. There is a lot of detail in the legislation...
16 February 2017
Stages of the startup lifecycle
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well as 3 tranches of legislation released. There is a lot of detail in the legislation...
15 February 2017
Introducing our new website
Since the federal budget was handed down in May 2016, there have been some changes to the announcements as well as 3 tranches of legislation released. There is a lot of detail in the legislation...
10 February 2017
Australian Market Summary – 10 February 2017
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. The corporate reporting season began in earnest this week, and cranks up to full throttle in the week ahead. Like much of the past few months there...
20 January 2017
Australian Market Summary – 20 January 2016
Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. A somewhat quieter trading week given the Australia Day public holiday, yet still plenty of news to cover! Interestingly, the fact that Australia Day occurred on a Thursday...
13 January 2017
Australian Market Summary – 13 January 2016
From Jonathan Bayes, Investment Consultant, Bentleys Wealth Advisors. Welcome back and Happy New Year to all. I hope you all got suitably merry and had an enjoyable time with family and friends. Here’s wishing you...
