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.

My 3 key investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) delivered its first weekly gain since April while US stock markets continued their losing streak.

Here are my three key investor takeaways from the week.

Bear market

The headlines will be all about a bear market in the S&P 500 during the week after US markets suffered an eighth straight week of losses. But regardless of whether it is a 19% or 20% fall, it is clear that times are changing.

In such an environment it is easy to focus on what could get worse, yet with such a swift fall overseas, the question now becomes how much has been priced in and are recent events now looking at becoming positive catalysts.

That is, markets will likely now react against expected rate hikes, economic growth and other data, rather than absolute movements in rates.

20 is the new 10

The week reminded us that in a world where information and data are shared quicker than ever, 20% falls are the new 10.

Global retailing giants Target (NYSE: TGT) and Ross Stores (NASDAQ: ROST) both sold off by more than 20% after barely falling under expectations for sales growth but were taken as signs the economy is at risk of turning lower.

Defining defensive

This offers a unique insight into what many have traditionally defined as ‘defensive’ parts of the market like healthcare and grocery retailers.

2022 has taught us that technology stocks may actually be far more cyclical than many convinced themselves to be, with perhaps a similar case occurring in the healthcare and staples sectors.

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.


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

Powered by

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

Skip to content