Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
This is the second in a series of four posts I’m publishing on the contrarian [...]
Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from [...]
April continued the March boom, with the US leading the way, buoyed by a swift [...]
Did you know that Baby Boomers are far more likely to excluded vices from their [...]
The Q1 2021 reporting season is in full swing in the US, Europe and Japan [...]
The stock market tends to be driven by narrative. For much of last year, the [...]
March was a month for value stocks to shine. Global markets boomed, up 5% and [...]
Over the last few months, there has been an increase in analysts calling a commodity [...]
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, [...]
There are plenty of inflationistas who have been forecasting an apocalypse for a dozen years. [...]
While rising inflation expectations were a minor feature in January, in February markets reflected higher [...]
January saw equity markets take a breather after a strong rally into the end of [...]
There has been a lot written about the Gamestop saga in the last week. I [...]
[...]
November saw equity market returns surge on the back of US election result clarity and [...]
