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My 3 key investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) managed to eke out a gain across the five days, whilst US stock markets continued to tumble.

Here are my three key investor takeaways from the week.

Rate hikes begin

During the week, the UK central bank became the first to move interest rates higher among G7 nations, with little reaction in most stock markets.

The so-called hawkish chancellor views the inflation surge, primarily driven by energy and labour shortages, as enough to warrant the move.

The question, however, is what impact this has on the economy, with many concerned early rate hikes may send the economy into a recession

New highs but more losers

New record highs have become commonplace in 2021, but it isn’t all smooth sailing below the surface.

The Russell 2000 index is now in a technical correction, having fallen 10% from recent highs. Whilst the index is still higher over the year, the median stock has actually fallen by more than 20%.

Similarly, recent IPOs are down by an average of 20% and a group of profitless tech names has fallen 30% in a few short weeks.

BNPL faces regulatory challenge

It looks like the ASX BNPL sector is bearing the brunt of pent up regulatory power in the US, with Friday’s announcement of an investigation into potentially predatory loans sending the sector into a tailspin.

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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