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 [...]
Our pitch to investors has been that by investing in a mix of quality and value [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
One of our core investment themes is that international stocks are the best asset class [...]
During September the mix of the falling Australian dollar and increasing international equities saw all [...]
Apologies for the lateness of this report, we are still getting reporting systems ironed out [...]