Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
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 [...]