One of our core investment themes is that international stocks are the best asset class for Australian investors at this point in the cycle. To date, this has been the right call, with our international portfolio increasing over 13% over the last 4 months on the back of a weak Australian dollar, ...

The Australian SMSF Landscape We recently ran a webinar entitled the SMSF Asset Allocation Master Class in which, as an introduction, I thought I might provide a snapshot of the Australian SMSF landscape. The following graphs have been be created from an ATO dataset who publish SMSF statistics ...

Ethical investing is frankly confusing. There are plenty of good products, but also a number of products whose promoters may not be as ethical as the stocks they invest in...

One of our core investment themes is that international stocks are the best asset class for Australian investors at this point in the cycle. To date, this has been the right call, with our international portfolio increasing almost 10% over the last 3 months on the back of a weak Australian dollar, ...

ABC's The Business called upon David Llewellyn Smith for comment on current equity prices in the United States and what may lie ahead.

We have a number of Automobile and Auto Component stocks in our portfolio and September was a good month for both sectors with many of the stocks adding 10%+ over the month. A few have continued the performance into October (GM, in particular, was up 12% last month and another 14% month to date). ...

During September the mix of the falling Australian dollar and increasing international equities saw all of our portfolios again outperform their benchmarks except the income portfolio. The international portfolio was the standout, up 4% for the month.

Bloomberg ran a report last week on electric cars that turned into a longer read than I expected as I chased through some of their numbers that seemed wrong: It’s been 10 years since Apple Inc. unleashed a surge of innovation that upended the mobile phone industry. Electric cars, with a little help ...

Apologies for the lateness of this report, we are still getting reporting systems ironed out with our portfolio provider – you will be hearing from us much earlier for the next monthly report. While some of the key trends that we are positioning the portfolio for moved against us last month (bonds ...

There has been a recent push in the planning fraternity to renew calls for upfront financial planning advice to be made tax deductible. (As opposed to ongoing investment management fees etc) It’s an interesting quandary and one I do not expect a resolution upon soon. Tax deductibility is an ...