Feb 7, 2020
How the Coronavirus has impacted your portfolio
The Wuhan novel coronavirus continues to spread at an increasing rate, with around 4000 new cases confirmed each day, a death count of...
Jan 14, 2020
“It was the best of times, it was the worst of times…” A personal perspective on the emotional news-
Weren’t summers in Australia supposed to be quiet, lazy and carefree? That was then, but this is now. As we move into 2020 Australia’s...
Oct 20, 2019
Respect for the unknown unknowns – a report from our boardroom lunch client briefing
In February 2002, Donald Rumsfeld, then US Secretary of State for Defence, said at a Defence Department briefing: ‘There are known...
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...
Jun 11, 2019
How to never run out of money in retirement
In an uncertain world of trade wars, fake news and sub 2% term deposits, will you be able to live out the life you hoped for? The most...
Feb 24, 2019
Labor’s proposed policies for personal wealth and tax
Australia’s political parties are now firmly in campaign mode, with a high expectation of Federal elections in mid May 2019. As we write...
Feb 15, 2019
Kenneth Hayne’s simple message to the financial services industry
Page 8 of the Royal Commission’s final report into Misconduct in the Banking, Superannuation and Financial Services Industry contains...
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...
Nov 27, 2018
Sovereign Wealth Partners moves to full ownership of its business
We’re delighted to advise that Sovereign Wealth Partners and its associated Australian financial services licence holder is now fully...
