August was a tale of two halves. Global markets rallied for the first half of the month, and then gave it all back. Finishing down 4% in US dollar terms and down 2.5% in Australian dollars by the end of the month. September has been following a similar pattern. While our Australian portfolio ...

After crashing lower in June, stock markets staged a comeback in July. The ASX rose 5% and International stock markets rose 6.4%. While our Australian portfolio outperformed on the back of a lower exposure to resources, our international lagged the world market due to a lower exposure to tech ...

June was the month that what we have been saying since the start of the year finally hit home, the ASX fell over 8%. International stock markets fell almost 5%, cushioned, for Australian investors, by the falling Australian dollar. Our equities portfolios are set for this environment and so our ...

After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in June have erased those gains. Inflation continues to be the main issue, energy inflation emanating from Russian sanctions is key. Commodities continue to be the main story, ...

Stock markets started to slide in April and have accelerated to the downside in the early days of May. Commodities continue to be the main story, tremendously volatile. Over the last 12 months, iron ore more than halved, then added 50% and is now falling. Oil and gas have been similarly volatile. ...

December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose 2%, Accumulation rose 1.2% and Income rose 0.7% as bond markets recovered their losses from the prior months. Stock markets remained strong, our international fund rose 4% over the month, significantly ...

November saw a strong performance from all of our tactical portfolios, our growth portfolio rose 0.9% vs the median growth fund of 0.3%, and our Accumulation and Income portfolios rose 1% as bond markets recovered their losses from the prior months. Stock markets remained strong.