西方唱

2023年6月1日

0評論養老基金看起來完成財政年度8.1%的回報,遠高於每年6%左右的典型的長期回報目標,根據西方唱。中位數增長基金回報4月份增加了1.2%,推動返回前10個月的財政年度到8.1%。如果持續到6月,它可以抵消整個損失從2022財政年度的3.3%。根據Mano Mohankumar,唱西方高級投資研究經理,債券和股票的積極性能主要是負責4月上升。相關新聞:“澳大利亞股價上漲1.9%。國際對衝條款和股價上漲了1.6%,提高到3.2%——因為澳元貶值的時期,”他說。澳大利亞和國際債券回報率為0.4%和0.3%,分別。本月早些時候,澳大利亞儲備銀行(澳儲銀行)11日增加了在過去12個月中,加息將官方現金利率0.25%至3.85%。Mohankumar指出,雖然美國的通貨膨脹率增加了,它仍然“居高不下”,作為回應,美聯儲也在5月初將利率上調0.25%。“但它暗示加息可能接近尾聲評估最近的銀行倒閉的影響,”他補充道。另外,美國市場在4月底提振業績好於預期的幾個超大型科技公司。 In Europe, sharemarkets were supported by some resilient corporate earnings results and the European Central Bank and Bank of England raised interest rates by 0.25 per cent in continued attempts to combat inflation. In China, sentiment took a hit due to renewed tensions with the US although economic growth data was surprisingly strong. According to Chant West data, since the introduction of compulsory super in July 1992, the median growth fund had returned 7.9 per cent per annum. With the CPI increase at 2.6 per cent over the same period, real returns stood at 5.3 per cent, well above the 3.5 per cent target. “Even looking at the past 20 years, which includes four major sharemarket downturns — the ‘tech wreck’ in 2002–03, the GFC in 2007–09, COVID-19 in 2020 and the high inflation and rising interest rates in 2022 — super funds have returned 7.4 per cent p.a., which is still comfortably ahead of the typical objective,” Chant West said. It noted the median growth fund has exceeded its return objective over rolling 10- year periods for most of the time, with the exceptions being two periods between mid-2008 and late-2017, when it fell behind. Chant West noted this was because of the devastating impact of the 16-month GFC period (end-October 2007 to end-February 2009) during which growth funds lost, on average, around 26 per cent.