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 [...]
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 [...]
