For investors, each new year brings new opportunities and challenges. Some personal while others in the investment environment. One constant is change – social, political, technological, financial and economic.
Each year to help you stay a step ahead through this constant change, we try to make sense of what those changes bring and represent:
- from the shorter term ones, such as low global interest rates or the change to a Coalition Federal Government; to
- Big trends already under way and longer term in nature, such as the rapid expansion of the Asian urban middle classes, technological change and the wave of Baby Boomer retirements.
We bring them together in 10 major ideas and practically interpret what they might mean from a strategic positioning of investment portfolios, through lifestyle impacts and specific investment ideas.
A large proportion of our Financial Advisors, Investment Analysts and Economists contributed to this report, making it our most important and thorough publication of the year. We hope you find it interesting and thought provoking.
Related links
- The big picture for 2014 and beyond
- 1. Focus on your own goals, not the Jones's
- 2. Have a process to guide you allowing you to focus on what matters to you
- 3. The innovators
- 4. Servicing the demographic
- 5. The new political regime
- 6. Urbanisation and the growth of the middle class
- 7. Where to invest offshore?
- 8. Yield does not equal income
- 9. Infrastructure and property – the new annuities
- 10. What to do with the banks?
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
