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 [...]
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 [...]
