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 [...]
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 [...]
One factor I have been watching closely is the spread of the coronavirus through summer [...]
Last week I published our monthly performance report. I addressed the question of when do [...]
For a few weeks in late January and early February, stock markets suspended belief. Pundits [...]
Last month we threw in the towel on share markets. This month share markets were [...]
Don’t be fooled by the dividend yields that you might see for the major Australian [...]
Chris Martenson ran this chart on his podcast over the weekend, suggesting that Thailand may [...]
Most studies agree that asset allocation adds way more over time than stock selection. They [...]
