+61 7 4042 4000
reception@fiducia.net.au

Level 1, 103-113 Spence Street, Cairns QLD 4870

Updates & Review


We will bring you updates and reviews from time to time on financial service trends and changes as and when news becomes available.

We remind our clients that the information provided is general information only and highly recommend that before making any financial or investment decisions you consult a financial planner to take into account your personal investment objectives, financial situation and individual needs.

For specific information on how it relates to your circumstances, speak to one of our consultants today.

20 lessons in 20 years – Part 17

13
Feb 2019

How to be prepared for inevitable stock market corrections By Anton Tagliaferro |  31 January 2019   Sharemarkets can drift seemingly higher and higher without a hitch for many years, then one day due to sudden turbulence, markets will often ‘pop’ and correct. How can an investor be prepared for such unforeseen events? Long term investors […]

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20 lessons in 20 years – Part 16

13
Feb 2019

Why corporate governance matters and how best to exercise your rights as a shareholder By Anton Tagliaferro and Michael O’Neill |  18 December 2018 When one buys shares and invests in any company that is listed on the stockmarket, one becomes a part owner of that company. As a part owner of the business you then […]

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20 lessons is 20 years – Part 15

13
Feb 2019

Why a large weighting in the Resources sector is not suitable for investors looking for consistent dividends and low volatility By Anton Tagliaferro |  29 November 2018 Australia is one of the largest exporters of commodities in the world – we are the largest iron ore producer as well as being one of the largest producers […]

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2018 Year In Review

23
Jan 2019

2018 Year In Review January 17, 2019 Economic Overview   Global equities posted sharp declines in the December quarter, delivering their worst yearly performance in seven years largely on the back of the final three months. The major concerns were global trade, slowing economic growth and the US Federal Reserve’s plans for further interest rate […]

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Christmas closure dates

28
Nov 2018

Our office will be closed from midday Friday 21st December 2018 and re-open Monday 7th January 2019. From all the team at Fiducia, we wish you a Merry Christmas and a Happy New Year. May your holiday season and the new year be filled with much joy, happiness and success. We look forward to speaking […]

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20 lessons in 20 years – Part 14

28
Nov 2018

The power and benefits of compounding over time in equity portfolios By Anton Tagliaferro and Michael O’Neill |  21 November 2018   Most people are familiar with the concept of compound interest when it comes to term deposits where one can earn interest on interest by continuing to roll over a term deposit several times. However, […]

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20 lessons in 20 years – Part 13

16
Nov 2018

Good quality REITs can add income and relative stability to investors’ portfolios By Anton Tagliaferro and Nigel Hale |  15 November 2018 The Real Estate Investment Trust (REIT) sector – previously called the Listed Property Trust sector – has always been a popular sector with Australian retail investors and currently comprises 7% of the S&P/ASX 300 […]

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20 lessons in 20 years – Part 12

16
Nov 2018

Always use the appropriate valuation tool By Michael O’Neill and Anton Tagliaferro |  06 November 2018   As a value manager buying companies at a reasonable price is one of the most important aspects of IML’s approach to investing. There is no single valuation method that fits all sectors and companies and there are many valuations […]

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20 lessons in 20 years – Part 11

6
Nov 2018

The lowest PE stocks are not always the most attractive By Anton Tagliaferro and Michael O’Neill |  26 October 2018 IML’s philosophy has always been to buy stocks with competitive advantage, recurring earnings, capable management at a reasonable price. There are several methods that can be used by investors to assess the attractiveness a company’s share […]

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GFC 10 years on: Time & Patience

30
Oct 2018

OUTSIDE THE FLAGS By Jim Parker, Vice President, Dimensional Fund Advisors October 2018 In Leo Tolstoy’s great novel ‘War and Peace’, a Russian general charged with defeating Napolean and expelling the French from Russian soil argued against rushing into battle, saying the strongest of all warriors were “time and patience”. It’s an observation worth recalling as the […]

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