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My 3 key investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) broke a three-week losing streak while all three US benchmarks finished more than 1% higher over the five trading days.

As we look back on the week, here are my three key investor takeaways from the week.

Pays being green

With all the attention turning to the energy crisis engulfing the northern hemisphere as a shortage of oil and gas collide with a boom in demand, Macquarie Group Ltd (ASX: MQG) is quietly positioning itself as a global green warrior.

During the week, the group hit an all-time high with Morgan Stanley’s analysis suggesting Macquarie’s new division, Green Investment Group, could deliver as much as $2.5 billion in additional revenue by 2050.

Macquarie is no stranger to making money, and whilst many are suggesting today’s energy crisis is set to continue, the group has clearly identified where the world is going whether countries decide to join or not.

Featured: Rask’s (free!) ethical investing course

Normal isn’t easy

For better or worse, Australia appears to be on the way to opening up, with the newly installed NSW Premier growing increasingly aggressive on border openings, quarantine requirements and both domestic and international travel.

As an immigration driven economy, this is an important step towards a new normal; the risks however remain difficult to balance.

Whilst Sydney-siders will be celebrating this week, the transition back to normal won’t be easy, with Redbubble Ltd (ASX: RBL) highlighting the difficulty for pandemic winners to keep up in normal environments.

Social security increase

Finally, after breaking the bank to flood the economy with money during the pandemic, the US government has flagged the largest increase in social security payments in 40 years, likely a sign of things to come around the world.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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