Invest
Investors warned to heed global risks in financial planning
The Executive Chairman of PrimaryMarkets, a trading platform for unlisted companies, Jamie Green, issued a caution to Australian domestic investors about the dangers of overlooking global risks and crises, and their potential significant impacts on local investments.
Investors warned to heed global risks in financial planning
The Executive Chairman of PrimaryMarkets, a trading platform for unlisted companies, Jamie Green, issued a caution to Australian domestic investors about the dangers of overlooking global risks and crises, and their potential significant impacts on local investments.
Global risks, according to Green, including economic downturns, geopolitical tensions and conflicts, and exchange rate fluctuations, possess a "very real potential to adversely impact various aspects of individual businesses, the local economy, financial markets and, in fact, the entire economy more broadly."
Green illustrated how geopolitical tensions and political instability among trading partners could disrupt global supply chains, adversely affecting local businesses dependent on international trade or imports for inputs. Similarly, he referred to the Covid pandemic to show how a global health crisis could affect seemingly unrelated sectors like the new vehicle supply, due to shortages in semi-conductors.
Highlighting the importance of considering global risks in investment decisions, Green emphasized, "It is vital that investors consider global risks, alongside other risks, when putting together their investment portfolios." He advised on the necessity of diversification to shield investments from global uncertainties. "Diversification is key if investors want to insulate themselves from global risks as much as possible. This includes diversification across asset classes, geographies, industries and even company sizes," he added.
Furthermore, Green recommended investing in companies of varying sizes as a prudent measure, since different-sized companies can respond differently to economic and market conditions. He also stressed the importance of investors conducting their own research and staying informed about global economic developments and trends in various industries, regardless of seeking professional advice.
Green suggested several risk management strategies, such as currency hedging to reduce exposure to currency fluctuations and dollar cost averaging, which involves investing a fixed amount regularly, irrespective of the market conditions. He concluded by emphasizing the essence of risk management in investment planning, "Remember that risk management is not about eliminating all risks but rather about managing them in a way that aligns with your investment objectives and risk tolerance. It's essential to have a well-thought-out investment plan and to periodically review and adjust your plan and portfolio as your financial circumstances and market conditions change."
RELATED ARTICLES
Investment insights
Global deal activity declines by 6% amid challenging market conditions, reports GlobalData
In a year marked by economic uncertainty and geopolitical tensions, global deal activity has experienced a notable decline, according to recent findings by GlobalData, a prominent data and analytics ...Read more
Investment insights
Furious five trends set to reshape the investment landscape in 2026
The investment landscape of 2026 is poised for transformation as five key trends, dubbed the "Furious Five" by CMC Markets, are set to dominate and disrupt markets. These trends encompass artificial ...Read more
Investment insights
Investors maintain cautious stance amid data uncertainty
Amidst the backdrop of a US government shutdown and lingering economic uncertainties, investors have adopted a neutral stance, as revealed by the latest State Street Institutional Investor IndicatorsRead more
Investment insights
State Street's 2026 global market outlook anticipates cautious growth with strategic investment shifts
State Street Investment Management, the world's fourth-largest asset manager, has released its much-anticipated 2026 Global Market Outlook (GMO) report titled "Forward with Focus." The report provides ...Read more
Investment insights
J.P. Morgan strategists highlight Australia as a key investment destination amidst global uncertainties
Amidst a backdrop of fluctuating energy prices, J.P. Morgan Private Bank strategists have identified Australia as a beacon of opportunity for global investors, particularly within its fixed income and ...Read more
Investment insights
HarbourVest Partners unveils new private equity benchmarks highlighting long-term outperformance
In a significant update for the private equity world, HarbourVest Partners, a leading global private markets investment firm, has released its quarterly private equity benchmarks, providing ...Read more
Investment insights
Mason Stevens strengthens UHNW offering through partnership with GloryHouse
In a strategic move set to bolster its position in the ultra-high-net-worth (UHNW) sector, Mason Stevens, a prominent name in Australia's wealth management landscape, has announced a partnership with ...Read more
Investment insights
Beyond the trophy: What the Women in Finance Awards 2025 signal for strategy, talent and ROI
Australia’s Women in Finance Awards have crowned their 2025 cohort, but the real story isn’t the stage—it’s the strategy. Recognition programs now function as market barometers, signalling which ...Read more
Investment insights
Global deal activity declines by 6% amid challenging market conditions, reports GlobalData
In a year marked by economic uncertainty and geopolitical tensions, global deal activity has experienced a notable decline, according to recent findings by GlobalData, a prominent data and analytics ...Read more
Investment insights
Furious five trends set to reshape the investment landscape in 2026
The investment landscape of 2026 is poised for transformation as five key trends, dubbed the "Furious Five" by CMC Markets, are set to dominate and disrupt markets. These trends encompass artificial ...Read more
Investment insights
Investors maintain cautious stance amid data uncertainty
Amidst the backdrop of a US government shutdown and lingering economic uncertainties, investors have adopted a neutral stance, as revealed by the latest State Street Institutional Investor IndicatorsRead more
Investment insights
State Street's 2026 global market outlook anticipates cautious growth with strategic investment shifts
State Street Investment Management, the world's fourth-largest asset manager, has released its much-anticipated 2026 Global Market Outlook (GMO) report titled "Forward with Focus." The report provides ...Read more
Investment insights
J.P. Morgan strategists highlight Australia as a key investment destination amidst global uncertainties
Amidst a backdrop of fluctuating energy prices, J.P. Morgan Private Bank strategists have identified Australia as a beacon of opportunity for global investors, particularly within its fixed income and ...Read more
Investment insights
HarbourVest Partners unveils new private equity benchmarks highlighting long-term outperformance
In a significant update for the private equity world, HarbourVest Partners, a leading global private markets investment firm, has released its quarterly private equity benchmarks, providing ...Read more
Investment insights
Mason Stevens strengthens UHNW offering through partnership with GloryHouse
In a strategic move set to bolster its position in the ultra-high-net-worth (UHNW) sector, Mason Stevens, a prominent name in Australia's wealth management landscape, has announced a partnership with ...Read more
Investment insights
Beyond the trophy: What the Women in Finance Awards 2025 signal for strategy, talent and ROI
Australia’s Women in Finance Awards have crowned their 2025 cohort, but the real story isn’t the stage—it’s the strategy. Recognition programs now function as market barometers, signalling which ...Read more
More articles
OUR PLATFORMS AND BRANDS
EVENTS AND SUMMITS
- ACE25 The Accounting Conference and Exhibition
- Australian Accounting Awards
- Australian AI Awards
- Australian Aviation Awards
- Australian Aviation Summit
- Australian Broking Awards
- Australian Cyber Awards
- Australian Cyber Summit
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Law Forum
- Australian Space Awards
- Australian Space Summit
- Better Business Awards
- Better Business Summit
- Broker Innovation Awards
- Broker Innovation Summit
- Budget Summit
- Corporate Counsel Summit
- Defence & National Security Workforce Awards
- Lawyers Weekly 30 Under 30 Awards
- Commerical Finance Awards
- New Broker Academy
- Partner of the Year Awards
- Partner Summit
- REB Awards
- Rising Star Awards
- SME Bootcamp
- Women in Finance Awards
- Women in Finance Summit
- Women in Law Awards
- Women in Law Forum
PODCASTS
- Accountants Daily Podcast Network
- Australian Aviation Podcast Network
- Broker Daily Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- REB Podcast Network
- Space Connect Podcast
- The Adviser Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- The Smart Property Investment Show
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
STAY CONNECTED
Make your nest egg grow. Register now for nestegg updates.