How market sectors can influence returns; Steps to ride out volatile markets
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Stay a Step Ahead!

Welcome to your February issue of Step Ahead.

With volatile share markets, we are keeping to our theme of dissecting what drives markets and how you can achieve success.

This month we have an article provided by our partner Stock Broker, Ben Brockhurst and his analysis on how breaking the market down into sectors is a primary influence on return. 

Our second article is provided by fund manager ‘Franklin Templeton’ and explores the five things you need to know to navigate volatile markets. 

Third we hear from retiree clients of ours and about their experience working with Yield and on this note, we welcome you to register for our upcoming Retirement seminar next month in March. 

We hope you benefit from this month’s newsletter and welcome the opportunity to discuss your financial plan. 

Have a wonderful day!

James and the team at Yield.

Sector Selection and the Share Market Outlook

This month our partner stock broker Ben Brockhurst has written us an article discussing how sector selection can impact the returns of a portfolio. While the returns achieved by your portfolio ultimately come down to the individual investments chosen, by selecting investments in better performing sectors of the market, you can reduce your chances of poor performance.

Click here to read more about Sector Selection

Five things you need to know to ride out volatile stock markets

Franklin Templeton has released an article providing several tips to keep in mind while markets remain quite volatile.

Notably, they suggest that now might be an appropriate time for a portfolio checkup, something of which Yield is in the process of undertaking for those clients that subscribe to our portfolio management services.

Click here to read the article

Upcoming seminars at Yield

Direct shares and fixed interest — why now is a good time to consider this approach.

Come join stockbroking expert Ben Brockhurst and Yield Financial Planning Managing Director James McFall for a timely seminar discussing strategies you can take to ride out market volatility.

DATE:
Wednesday March 23rd 2016

TIME:
The seminar will start at 6.30pm and run until approximately 8.00pm. 

WHERE:
Melbourne Office: Ground Floor, 123 Camberwell Road, Hawthorn East, VIC, 3123.

Click here to read more and register
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The information provided is general in nature and should not be relied upon before making a decision to invest, or not invest, in a financial product.


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