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 [...]
Chant West returns released its returns for superannuation funds for last month and a preview [...]
Last month we threw in the towel on share markets. This month share markets were [...]
It would have been difficult to lose money in January. Bonds, Aussie shares, international shares, [...]
2019 was a banner year for investment returns. Our own funds performed well throughout the [...]
November was a stark reminder of the power of narrative in driving returns. World stock [...]
October saw investment returns for equity markets higher yet again, the bigger story was a [...]
September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation [...]
Most superannuation funds lost money in August on the back of the Australian stock market, [...]
July added another month of good performance to the share and bond market rallies that [...]
Putting a portfolio together sometimes feels like catching waves: you position the portfolio for a [...]
The rip higher in bond prices meant that our asset allocation portfolios outperformed the median [...]
The big movement for the April was the pullback in bond prices following a stellar [...]
Global equities finished the month with the best quarterly performance since 3Q 2010. Of more [...]
Stock markets continued to rally in February to recover most of the losses from late [...]
Stock markets continued to rally in January and the start of February to recover most [...]
