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: 

Inflation scenarios
Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond
Inflation scenarios
Stock markets were smashed in September. The US market fell over 9%, but closer to -3% in local terms once
August was a tale of two halves. Global markets rallied for the first half of the month, and then gave
After crashing lower in June, stock markets staged a comeback in July. The ASX rose 5% and International stock markets
June was the month that what we have been saying since the start of the year finally hit home, the
Implied yields
After early weakness in May, stock markets bounced back strongly in the second half of the month. However, losses in