February
This analysis shows what really happens to markets in election years
Going to the polls invariably fuels investor uncertainty, but to what extent is it a market mover?
November 2024
Bond investors may bet on Silicon Valley over Uncle Sam
The US tech sector, which is sitting on a cash balance approaching $US1 trillion, is well-placed to reward – and protect – creditors and shareholders.
October 2024
Why the Aussie dollar can rebound above US70¢
Investors may want to consider increasing exposure to Australian dollar-denominated assets or reviewing hedging strategies that benefit from a stronger currency.
Is passive investing a safe bet or a double-edged sword?
While typically considered benign, passive index investing can come with unintended consequences.
September 2024
Volatility is normal, we just forgot it was
Returns have been dominated by a handful of companies but that scenario is unlikely to persist.
August 2024
Why investors should take notice of Japan’s resurgence
With its equity market finally breaching highs not seen since 1989, there is growing evidence Japan’s structural reforms are working.
October 2022
Are we close to the bottom? Three signs to look out for
Overcome investor caution by recognising the triggers needed to become more opportunistic in your portfolio.