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 [...]
For the 12 months to Dec 31 it was a cracking year for stocks. To [...]
In November, global markets boomed on the back of the Trump election, continuing into December [...]
In October, global markets continued to add to their performance, aided now by a falling [...]
In September global markets continued to add to their performance so far this year, however [...]
In August global markets added to their strong performance so far this year, however the [...]
In June, the AI stocks continued to lead the charge, pushing stock markets higher. For [...]
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The stock market is convinced, maybe rightly, that the US central bank will bail them [...]
February was a strong month for all of our portfolios. Markets continue to rally and [...]
January saw another big rise in international stocks. Expectations of a soft landing have become [...]
December saw equities take off into a Santa rally, although the rising Australian dollar tempered [...]
November saw a sharp rebound in both bonds and equities. Expectations of a soft landing [...]
October is known as a month of heightened volatility, and this year it didn’t disappoint. [...]
September, historically a bearish month, once again proved true to form as all indexes were [...]
