May Monthly Musings

Our May Monthly Musings has arrived. In this edition:

• We provide our observations on the month’s market movements,
• We release the latest episode of 3 Minute Tech which looks at the 2021/22 Federal Budget and summarises the key points and strategic implications, and
• in Focal Point we look at “sequencing risk” which is the risk that the order and timing of investment returns on a portfolio are unfavourable.

We hope you enjoy.

Sequencing Risk

Sequencing risk is the risk that the order and timing of investment returns on a portfolio are unfavourable. In
other words, sequencing risk is the risk of a negative return at the worst possible time.