BHP reportedly likely to record a record loss of US$6.8 billion

August 12, 2016

BHP reportedly likely to record a record loss of US$6.8 billion

BHP Billiton Ltd could be on track to report its largest corporate loss since it was created in a merger in 2001, and possibly the biggest reported loss for BHP since its inception, says UBS. The broker has been reported to forecast a net loss of US$6.80 billion when the miner reports its annual earnings next week, versus […]

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Why disruptive innovation could be the key to human evolution

May 30, 2016

Disruptive Innovation Human Evolution Wealth Management

The rhetoric of the term ‘disruption’ has culminated in an inherent feeling of panic or fear relatively consistently ever since the concept was fully realised by Clayton M. Christensen back in 1995. The point of view he presented was of ‘disruptive innovation’ which was defined and analysed in his published article ‘Disruptive Technologies: Catching the […]

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Smart investing in a low interest rate world

May 19, 2016

Smart investing in a low interest rate world

On Tuesday we attended Platinum Asset Management’s 2016 Roadshow in Melbourne.  The main takeaway for us was that global investors should not invest geographically on a regional basis, but look for outstanding businesses regardless of their corporate domicile.  At Morgan Wealth Management we believe that in a low interest rate, stagnating global economy over-burdened with seemingly unlimited […]

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Budget 2016: A Mixed Bag of Superannuation Reforms.

May 16, 2016

Morgan Wealth Federal Budget 2016 Superannuation

Greater flexibility for some, but severe restrictions for others. With the surprise announcement of the Federal Government’s Superannuation Reform Package attracting much debate around the Budget last week, we thought it important to join in amongst the conversation. The package overall provides for greater flexibility for accumulation, but also contains severe restrictions that limit large […]

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Why it’s time to divest from fossil fuels.

April 19, 2016

Morgan Wealth Fossil Fuels Coal Mine Investment Divestment Sunset

The sun is setting on fossil fuels. As of late last week, the world’s second largest coal mining company, Peabody, officially filed for US bankruptcy protection. The failure of a company of such status to inadequately protect themselves to the rapid changing of the times, was just another reason on a long and significant list detailing why […]

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What does the Fed Reserve rate increase mean for your investments?

December 18, 2015

What does the Fed Reserve rate increase mean for your investments?

The US Federal Reserve has lifted rates by 25 basis points after almost a decade of being near zero. Federal Reserve Chair Janet Yellen’s dovish statement highlighted the goal of gradually returning to normalisation, with the ASX and American stock markets rallying after the news. The rate hike is likely to cause volatility in the […]

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Millennials want it now… but at what cost?

December 8, 2015

Millennials want it now… but at what cost?

Instant gratification has become a key part of life for many of todays’ young professionals.  The ‘Millennial Generation’, has grown up with rapid changes in technology, and has become accustomed to immediate responses in all aspects of their life. People check their phone without it having rung, and refresh their emails constantly, just to be […]

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6 trends likely to affect your share returns in 2016

December 2, 2015

6 trends likely to affect your share returns in 2016

Stock market savvy fund manager Wilson Asset Management has identified 6 trends likely to strongly affect share returns in 2016. At Morgan Wealth Management, we agree. The 6 trends to be aware of are: Fitness’s increasing popularity With health tracking devices such as ‘Fitbits’ selling over 20 million units worldwide, from $70 to $500 each, […]

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Institutionally aligned financial advice loses its gloss

December 1, 2015

Institutionally aligned financial advice loses its gloss

In recent times some of Australia’s largest financial institutions, and their aligned dealer groups, have made disturbing headlines in wealth management. The Commonwealth Bank was recently reported as having to refund about $80 million to 216,000 customers for failing to provide them many of the benefits of its wealth package. In other reports, ANZ paid […]

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10 Biggest money mistakes to avoid in your 40’s and 50’s

November 30, 2015

10 Biggest money mistakes to avoid in your 40’s and 50’s

You’re in your prime. Any financial missteps here are more difficult to recover from than in your younger years, and can have major implications for your retirement. Here are the 10 biggest money mistakes to avoid in your 40’s and 50’s. Overspending. A bigger paycheque brings many good things – cars, holidays, a new house […]

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