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Lonsec Market Commentary – March 2015

Lonsec Market Commentary – March 2015

The S&P/ASX 200 Accumulation Index was largely flat over March, while the Small Ordinaries Accumulation Index fell.

There were mixed results across major international indices with the DAX, CAC, Nikkei, Hang Seng and Shanghai Composites all up, while the FTSE and the S&P 500 were down.

The Australian unemployment rate fell, although economists predict this may rise again soon.

Top performers on the ASX 200 for March were IINET Ltd, Panaust Ltd and TPG Telecom Ltd.

For more domestic and international economic news for March 2015 you can read the full Lonsec Market Commentary here:

Lonsec Market Commentary – March 2015

Lonsec Market Commentary – February 2015

Lonsec Market Commentary February 2015

A cut in interest rates prompted a sharp rise in the Australian equity market in February. Equity markets in Europe (the DAX, CAC and FTSE) also continued to gain ground again, as did the S&P 500 and the Japanese, Chinese and Hong Kong indices.

Retail sales and economic growth grew slightly while the current account deficit fell 21%, mainly due to the fall in the Australian Dollar.

For a full summary of how we fared domestically and internationally in February you can read the Lonsec Market Commentary here:

Lonsec Market Commentary – February 2015

Lonsec Market Commentary – January 2015

Lonsec Market Commentary January 2015

In January 2015 we saw increases across the S&P/ASX 200 Accumulation Index, the S&P/ASX 300 A-REIT Accumulation Index, as well as the major European and Asian indices, while the US S&P 500 which declined 3.1%.

Retail sales growth increased slightly, along with consumer sentiment in Australia. We also saw the RBA cut interest rates for the first time in over 18 months, to a new record low of 2.25%.

For further details and figures you can read the in depth Lonsec Market Commentary for January 2015 here:

Lonsec Market Commentary – January 2015

Life Financial Planners in The West Australian

Picking up the tab if things go wrong

Marijana was featured once again in The West Australian on Monday, February 9th 2015!

In Neale Prior’s article ‘Picking up the tab if things go wrong’, featured in The West’s ‘Your Money’ liftout, Marijana discusses her reasoning for ensuring her daughters are adequately covered with life insurance.

If, like Marijana, you have children that may be in need of life insurance cover, please do not hesitate to call us to discuss how we can help.

The full article is available here:

Picking up the tab if things go wrong – The West 09 Feb 2015

Sort Out Your Super in 2015

Taking a little time to look at your superannuation now can make a huge difference in the future. As this article from The New Daily explains, few of us are aware of how much super we have, what it’s invested in and how much we’ll need for retirement.

Many of us aren’t interested in how our super performs until we’re close to retirement but much like you check your bank statement each month, just checking your super is on track regularly can make such a difference later. Don’t leave it until it’s too late – make 2015 your year to get your super on track!

http://thenewdaily.com.au/money/2015/01/13/sort-out-your-superannuation/

Lonsec Market Commentary – December 2014

In December 2014 we saw the S&P/ASX 200 Accumulation Index rebound, up 2.1% with meant a 5.6% return overall over the past 12 months. Along with Australia, the US also saw overall gains for 2014, with a 13% return on the S&P 500. Over the course of 2014 the DAX, CAC and FTSE all fell with declines of -4%, -5.5% and -3% respectively.

For further updates on how Australian and global markets performed in December 2014, you can read the Lonsec Market Commentary here:

Lonsec Market Commentary – December 2014