Webinars
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
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 [...]
There have been a number of commentators who have made the point that we have [...]
We have long been of the view that the Reserve Bank is misdiagnosing the economic [...]
From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high [...]
From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and [...]
Chant West has the latest performance stats: Super funds have kept up their strong start [...]
The RBA was out last night discussing climate change and posted the following chart of [...]
We understand that many of our investors are concerned by the ongoing pullback in Australian [...]
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings [...]
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number [...]
Quick shout out to AQR (a large US quantitative manager) who have a post out [...]
For years, the RBA has argued that an economic recovery is “just around the corner” [...]
Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe [...]
Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over [...]
Via UBS: …Labor’s proposed franking ‘scale-back’ also makes the near-term return of excess franking credits [...]
Environmental, social and governance investing, also known as ESG is a common way for investors [...]