Webinars
A stark divide has opened up between Australia and the rest of the world. Productivity [...]
Performance
In November, global markets boomed on the back of the Trump election, continuing into December [...]
Articles
Leith van Onselen Tuesday 17 December 2024 Treasurer Jim Chalmers says the federal government undertook [...]
Leith van Onselen Monday 16 December 2024 Last week, ABC’s Ian Verrender published an article on the “productivity [...]
Leith van Onselen Friday 13 December 2024 Financial markets have fully priced in dual interest rate cuts [...]
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December saw a strong performance from all of our tactical portfolios. Our Growth portfolio rose [...]
November saw a strong performance from all of our tactical portfolios, our growth portfolio rose [...]
October was not our month. Stock markets pulled back but rebounded mid-month to end in [...]
September saw stock markets pull back as issues around growth and inflation hit markets. Our [...]
August was another strong month for the stock market. Our tactical portfolios performed well, Growth [...]
July was another strong month for the stock market. Our tactical portfolios performed well, up [...]
June was another strong month for the stock market. Our tactical portfolios performed well, up [...]
The market seems to be oscillating between value and growth months. In May it was [...]
April continued the March boom, with the US leading the way, buoyed by a swift [...]
March was a month for value stocks to shine. Global markets boomed, up 5% and [...]
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, [...]
January saw equity markets take a breather after a strong rally into the end of [...]
