by Dejan Pekic
Market Metrics: MSCI AC World Index
Posted by Dejan Pekic
The latest MSCI AC World Index is in, with some startling results. The data tracks five-year cumulative returns across global markets, which is the total growth over five years assuming reinvestments of dividends and capital gains.
While there was overall strong performance across global equities, of note were individual market results. Several international markets outperformed the US, with Greece, Peru and the Czech Republic leading percentage returns. Other strong performers were India, Japan and European stocks.
At the other end of the scale, the New Zealand Stock Exchange failed to deliver a positive total cumulative return over the past five years, alongside Indonesian and Chinese markets. So had you invested in New Zealand, Indonesia or China during that period, you would have gained nothing.
It’s a stark reminder that markets can fail to perform, which is why a diversified portfolio and personalised financial planning are so important.
At Newealth, we help you plan for the future with an investment strategy aligned with your financial goals and comfortable risk level. We’ll also guide you through market ups and downs.
If you are interested in reviewing your current investment strategy, we’re here for a confidential discussion.
General Advice Warning:
The information in this blog is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any financial decisions.
Newealth Pty Ltd ABN 61 091 100 275 | AFSL 231297
Related Posts
As widely expected, the Reserve Bank of Australia raised the official cash rate at its meeting on Tuesday, increasing it by 25 points to 4.35%. It’s the third consecutive hike this year, completely reversing last year’s cuts. Inflation remains above the RBA target of 2–3%, with headline inflation reaching 4.6% for the 12 months to
There is a growing trend we’ve noticed in financial planning, and that’s Australians seeking financial advice later in life. While for some this may be due to a limited capacity to seek financial advice while younger, it also reflects the increased financial complexity that comes with age. Whether it’s financial planning for retirement, or help
The deadline for EOFY super co-contributions is approaching. Designed to help individuals save for retirement within superannuation, the scheme allows you to make either concessional or non-concessional contributions. Voluntary contributions effectively allow you to reduce your taxable income and potentially lower your marginal tax. If you have a child at university or partner working part
