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 [...]
August proved to be a volatile month with the S&P 500 and Nasdaq-100 Indices posting [...]
During the year to July, our Core Australian and Core International equity portfolios outperformed their [...]
During the year to June, our Core Australian equity portfolio significantly outperformed the benchmark, ranking [...]
During May, our Australian equity portfolio significantly outperformed the benchmark, bolstered again by our defensive [...]
During April, our equity portfolios significantly outperformed their benchmarks, bolstered by our defensive and underweight [...]
During March, all of our portfolios outperformed their benchmarks, bolstered by our defensive and underweight [...]
February was a mixed month. The ASX fell in price, down around 3%. Bonds were [...]
Stock markets continued their on/off mode in January. This time it was on. The ASX [...]
Stock markets continued their on/off mode in December. This time it was off. Australian stocks [...]
Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, [...]
Stock markets boomed in October after being smashed in September. International stocks were up 7%, [...]
Stock markets were smashed in September. The US market fell over 9%, but closer to [...]
August was a tale of two halves. Global markets rallied for the first half of [...]
After crashing lower in June, stock markets staged a comeback in July. The ASX rose [...]
June was the month that what we have been saying since the start of the [...]
