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 [...]
The biggest risk to the thoughts I have presented on energy costs are the assumptions [...]
Last week we got an update from the US EIA on the growing differential between [...]
Quick chart from the Wall Street Journal / BMI overnight asking the question: Are energy [...]
Bloomberg ran a story this week about conflicts of interest in the robo-advice world with [...]
There are a few studies that show that the richer you are the better your [...]
The US missile strikes in Syria today create a considerable investment issue. On the bullish [...]
There have been a bunch of articles out in the last week about the rise [...]
Asset manager GMO / James Montier hit on a lot of the themes near to [...]
No market goes up in a straight line, and so the US stock market was [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]
For the last six years, I have had a relatively consistent view on Australian asset allocation. [...]
