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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
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Investment & Economic Review July 2017

3 Jul 2017

Most investment markets performed admirably in the last twelve months, particularly as economic trends have generally been uninspiring. Stock and real estate prices have certainly benefitted from the unprecedented stimulus provided by central banks and governments, in the form of extraordinarily low interest rates, and even more extraordinary money printing programs.

Super Changes: Smart Investing Doesn’t

2 Jul 2017

Unless you live on a different planet, you have seen many articles about the changes to superannuation that took place on 1 July this year. There have been so many, in fact, that we declined to overload you with even more. Now the dust is settling, our view is that no matter what changes occurred in the superannuation space over the last 20 years (and much did), one thing remains inviolably constant.

The Market is up … How’s Your Risk Management Plan?

19 Jun 2017
The Market is up … How’s Your Risk Management Plan?

When asked for his views on ‘chance’, Mikhail Baryshnikov replied, “To walk across the street is a risk”. Pushed further, the great dancer may have spoken of managing risk by, for example, using designated pedestrian crossings and traffic lights.  All too obvious for pedestrians but what about the many risks that investors face? Can these be managed … and, if so, how?.

Investment & Economic Review April 2017

12 Apr 2017
Investment & Economic Review April 2017

A pickup in business and investor confidence, and a hope that inflation and global economic activity might be recovering, drove pleasing performance from investment markets recently in many parts of the world, most particularly in real estate and shares.

Service in pursuit of clients’ interests

1 Jan 2017

We’ve all done it. We call a service provider to confirm something or make an enquiry and, these days, the auto-response we hear goes along the lines of, “All our consultants are busy right now but your call is important to us. Please select from one of the following options …”


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