In a world of headlines and 30 second attention spans, the crisis engulfing China’s second largest property developer, Evergrande, certainly brings back painful memories of the Lehman Brothers collapse and the Global Financial Crisis (GFC). But is this an accurate depiction of what is to come or merely another round of scaremongering? There is definitely one key similarity – both started in […]
READ MORELockdown 5, 6, 7… Should I take a brolly? What shoes should I wear?
You know when you’re scrolling through the weather app and it gives a ‘chance of rain’ percentage and ‘possible rainfall’ millimetres measure? A good way of processing this when leaving your house is to think of it as: do I need a brolly, and what shoes should I wear? So a 100% chance of say […]
READ MOREThe four sleeping giants
Mountains are sometimes referred to as sleeping giants. Sleeping because from a distance, they are majestic and have a certain stillness. Giants because of their sheer size. But as anyone who has tried to climb a mountain knows, they can be extremely unpredictable, violent and deadly. More than 300 people have died trying to reach […]
READ MOREFederal Budget 2021 Snapshot
Summary With the tentative steps out of the COVID nightmare, this year’s Federal Budget focused on the ongoing protection from the Virus and encouraging the continued economic recovery through consumer spending and business investment. The $300 billion the government has spent on health support and economic stimulus has left us with a huge hole in […]
READ MORE2021 – a year of recovery
To say the events of 2020 were unexpected and full of change would be an understatement. The Covid-19 pandemic ushered in profound changes, both in markets and the way our society operates. We witnessed the steepest fall in global economic output since the Great Depression and yet the quickest rebound in markets. Unfortunately, the toll […]
READ MOREHappy holidays
2020 – “it is what it is.” Soon it’ll be “it was what it was”. An amazing, terrible year. 2021 – yes! We at Keep Wealth are closing in on the holidays and looking forward to taking some time out with families and friends to recharge for 2021. We hope you too are spending time […]
READ MOREUS Election 2020 – your quick guide
When the most powerful and influential country in the world heads to the polls, its outcome affects us all. Here’s your quick guide to how it works, potential outcomes and market reactions. When is it? Election day is Tuesday 3 November, although it’s unlikely we’ll know the results until several days later. This is due […]
READ MOREFederal Budget 2020 Snapshot
Summary With Australia in its first recession in almost 30 years, this year’s Federal Budget was always going to be about kick-starting a post COVID-19 recovery. And so it proved; all-in on a private sector-led recovery with consumers encouraged to spend and businesses encouraged to invest and hire. Think of it as a (needed) massive […]
READ MORELockdown 2.0
“Hello darkness, my old friend. I’ve come to talk with you again” said Paul Simon1 about the six week Melbourne lockdown. Just when 2020 was getting a little brighter and we were slowly opening up, we find ourselves back to the early days of striving to get the virus under control. Back to Groundhog Day […]
READ MOREPortfolio positioning in times of panic
“Panic causes tunnel vision. Calm acceptance of danger allows us to more easily assess the situation and see the options.” Simon Sinek Undoubtedly, the COVID-19 pandemic has generated panic, though thankfully it seems to have waned a little as we all acclimatise to the new rules. A medical crisis like this taps into our human […]
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