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...
Feb 6, 2020
Will equity markets go up again in 2020?
“Past performance is no indication of future performance” – sure, we all know this but do past returns tell us anything? We at Sovereign...
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...
Dec 5, 2019
Quiet Australians can be quietly contrarian.
Most people in our industry agree that the biggest pitfall for investors, experts and lay people alike, is the tendency to extrapolate...
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...
Aug 23, 2019
Should I invest in a Listed Investment Trust?
There has been a great deal of press recently about placement fees being paid to brokers for distributing listed investment trusts. The...
Aug 22, 2019
Listed Investment Trusts – Where’s the conflict?
I was recently asked by a client about several articles in the press on Listed Investment Companies (LIC’s) and Listed Investment Trusts...
Aug 21, 2019
The gold rush of 2019
In the last year the price of gold is up by 17%. It’s broken out of its trading range of the last few years and cruised through the...
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...
