Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

3 key investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) broke a four-week losing run to push 1.5% higher over the week while all three US benchmarks gained around 4%.

Here are my three key takeaways from the week.

All about inflation

It was all about inflation this week as the US economy reported the fastest rate of inflation since the 1980s, when interest rates were at significantly higher levels.

The inflation and interest rate decision remains the key talking point. However, the fact that some 50% of the 12-year increase in prices is coming from energy and motor vehicles continues to offer respite given the sector-specific issues facing these costs.

This is a key reason that the 10- and 30-year government bond yields remain at just 1.5% and 1.9%, respectively.

Magellan in the spotlight

Magellan Financial Group Ltd (ASX: MFG) remains the talk of the town as the sell-off continues following the departure of its CEO and confirmation that Hamish Douglass was indeed separated.

Momentum has clearly taken control, along with growing short positions, with every piece of news met with further falls in the Magellan share price.

Magellan share price chart

Source: Rask Media 2-year Magellan share price chart

This despite the company actually reporting an increase in assets under management during the week, improving returns and now yielding some 8% in dividends.

RBA embraces digital

The Reserve Bank of Australia appears to be shifting towards the metaverse, or at least seeking to embrace digital technology, with Governor Lowe announcing that the bank could seek to issue its own digital currency that can be held in wallets, rather than on bank cards, like other tokens.

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.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: At the time of publishing, Drew owns shares in Magellan.

Powered by

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

Skip to content