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The strong rebound in Australian property values has come to a shuddering halt with the [...]
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See our Coronavirus data Dashboard for individual country data. COVID-19 statistics and cases around the [...]
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Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad [...]
We have had a special focus in the last few weeks on the key players [...]
Data update date: 24 Jun See our Coronavirus data Dashboard for individual country data. COVID-19 [...]
Stock markets are almost as expensive as they have ever been on a range of [...]
May saw share markets extend their bounce in the face of worsening economic conditions. In [...]
There is a decent argument that stock markets have condensed an entire three-year cycle into [...]
Stock markets have dislocated from fundamentals. The economic fundamentals are almost as bad as they [...]
There are three main factors we look at when putting together an investment portfolio in [...]
What’s our medium to long-term outlook on Australian banks? We are not positive on Australian [...]
April saw a bounce back in share markets after one of the worst months ever [...]
Chant West finally released its returns for superannuation funds for last month. Our growth fund smashed the [...]
One of our most frequent investor questions is around our government bond holdings and the [...]
There is sometimes confusion about the returns available on property in a self-managed super fund [...]
A lot of people think a model and a forecast are the same thing. They [...]
March was one of the worst months ever for stock markets. As discussed in our [...]
Most superannuation funds, and especially industry funds have significant balances in unlisted assets. Many are [...]
I don’t think investment performance fees help. Actually, I suspect performance fees probably do more [...]
Chant West returns released its returns for superannuation funds for last month and a preview [...]
