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 [...]
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a [...]
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median [...]
The Australian housing market is crazy. Plenty of pundits are calling for the bottom [...]
Independent Investment Research recently released a report into our Tactical Growth fund and rated our [...]
We are closing in on two years of running client money and we have hit [...]
The big movement for the April was the pullback in bond prices following a stellar [...]
My day job is a mix of quantitative and fundamental investment analysis. What that essentially [...]
Final look at election odds before the election: There have been some improvements for the [...]
Quick update to election odds from earlier this week after the final leadership debate: Both [...]
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more [...]
There have been a number of commentators who have made the point that we have [...]
We have long been of the view that the Reserve Bank is misdiagnosing the economic [...]
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high [...]
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and [...]
Chant West has the latest performance stats: Super funds have kept up their strong start [...]
