Performance
In October, global markets continued to add to their performance, aided now by a falling [...]
Webinars
With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates [...]
After the US election, what should you be doing? In this week’s podcast, Nucleus Wealth’s [...]
ASIC recently decided to wind down bank hybrids over a number of years. In this [...]
Articles
Over the last few weeks, financial markets have recently adjusted expectations to reflect a [...]
I had a few questions about how the numbers from Reneweconomy earlier this week showing [...]
Given the events of the last week, it feels like performance for January is largely [...]
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of [...]
With markets in free fall over the past two days, the question for investors is [...]
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some [...]
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China [...]
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems [...]
A few companies have come out recently talking about the effect of Trump tax cuts [...]
One of our core investment themes is that international stocks are the best asset class [...]
Ethical investing is frankly confusing. There are plenty of good products, but also a number [...]
We have a number of Automobile and Auto Component stocks in our portfolio and September [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
