Performance Reports

All of our clients have website access to see the stocks and bonds that they own, the reasons for owning them and a full history of performance.

In addition, we write a performance report each month to go through any changes to our positioning. See below for recent reports: 

August 2022 performance
August was a tale of two halves. Global markets rallied for the first half of the month, and then gave
July 2022 Performance
After crashing lower in June, stock markets staged a comeback in July. The ASX rose 5% and International stock markets
June 2022 Performance
June was the month that what we have been saying since the start of the year finally hit home, the
Implied yields
May 2022 Performance
After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in
April 2022 Performance
Stock markets started to slide in April and have accelerated to the downside in the early days of May. Commodities
March 2022 Performance