Jul 24, 2019
Where’s my yield? Should I keep my bank shares?
As interest rates are cut, borrowers will cheer but those living off interest income are watching their income rapidly dwindle, as rates...
Jun 15, 2019
Lower for longer and not just interest rates
As equity markets soar, incoming economic data, albeit historical, continues to underwhelm and disappoint. After a period of relative...
Jun 12, 2019
When less is more – managing volatility in portfolios
We continually research academic studies on portfolio construction to consider their merit. The investment landscape is always evolving...
Apr 20, 2019
Smoke and Mirrors- but what about Superannuation?
Post Federal Budget debate has immediately thrust us into campaign talk, primarily focused on “no new taxes”, "state of the economy” and...
Mar 20, 2019
The Fed U-turn on rates
The US Federal Reserve’s pivot to ‘patience’ in January reduced the risk of interest rate rises slowing the US economy, as more evidence...
Dec 19, 2018
What’s an inverted yield curve and what does it mean for my investments?
To put it simply, an inverted yield curve is when long term interest rates are lower than short term interest rates. You might wonder,...
Dec 17, 2018
Could the next interest rate move be down?
In Australia, the conversation over short term interest rates has almost been forgotten. The last time the Reserve Bank of Australia...
Dec 14, 2018
How to cope with treacherous investment markets
It’s the nature of investing that there are times when markets fall. Nevertheless, when the falls are large one often feels like a goose...
Dec 3, 2018
Its official – the punch bowl has been removed.
Back in 1955, the US Federal Reserve Chairman William McChesney gave a speech in which he described the job of “The Fed” as one that...
Oct 24, 2018
Just 4% of companies have made all the money!
A Strategies Conference 2018 report Nick Griffin of Munro Partners prosecuted the case for global growth stocks in his presentation with...
