Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
Did effective mortgage interest rates stop rising six months ago? There is a pretty [...]
This page contains each chart from the latest property market update. See residential real estate [...]
Today I want to talk about what the other side of the downturn will look [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
This is a repost of an article that we wrote for Morningstar Firstlinks. There is [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
US inflation came in around expectations. More than a few data points in this report [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets are oscillating between hope and resignation. The hopeful side has two different, quite [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
US inflation came in higher than expectations. Now, month-to-month inflation numbers can be volatile. But [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
US inflation came in around expectations. It is probably getting better, but there is still [...]
US inflation came in lower than expected yesterday. It is probably getting better, but I’ll [...]