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Delivering Outperformance through Economically Responsible Management
26 July 2019
Astuteness means we're masters of the downside risk. Read More
Lower for (even) longer – But how low is lower, and how long is longer?
21 June 2019
The Reserve Bank of Australia (RBA) cut interest rates by 0.25% to 1.25% in June, ending a 33-month streak of inaction – the longest in RBA history. Read More
Noise vs. Meaning: The Key to Investment Happiness
24 May 2019
Is the recent collapse in the share price of Company ABC a buying opportunity (noise), or symptomatic of underlying change in the company’s prospects (meaning)? Read More
Equities: A Few Reasons to be Optimistic in 2019
11 February 2019
The past 12-months have marked a turning point for global equity markets, as they experienced the first retraction in Price-Earnings (PE) multiples since 2011. Read More
Interest-Bearing Securities: Remain an Attractive Option for Investors in 2019
Interest-Bearing Securities, or Bonds, provide a key source of income and portfolio ballast to any asset allocation, an importance that has been highlighted by the market turmoil of 2018. Read More
Listed Property: Retail Property Demand Drags Market in 2019
The listed property (A-REIT) market as a whole experienced a difficult 2018 as the spectre of higher rates early in the year, contracted earnings multiples. Read More
2019 Market Overview
2018 has been a year of recalibration by market participants, after the goldilocks euphoria of 2017 – where all asset classes simultaneously rose. Read More
Slowing Global Growth – Diverging Fortunes
25 January 2019
12-months ago global growth reached a post-recession peak as we experienced synchronised global growth across many different countries. Read More
Good for the gander... but what about the geese?
02 November 2018
The Australian economy is expanding, with GDP of 3.4% and unemployment at 5.0%. This growth has supported the increased revenues of the ganders (Commonwealth and State Governments)... but what about the geese (households)? Read More
Volatility back in the spotlight
12 October 2018
After nearly a decade of increasingly easy monetary policy, characterised by steadily declining central bank interest rates and quantitative easing – the printing of money to buy long-term bonds with the intent of reducing long-term yields – the ... Read More
Australian data doldrums... the wealth effect shifting into reverse
03 September 2018
Retail sales for July were unchanged from June, going against hopes for a rise of 0.3%. Whilst only a monthly statistical read, it joins a number of poor monthly reads. This, combined with a fall of 0.6% ... Read More
Too much bank for your buck?
28 September 2018
Properly diversifying your investment pool not only means diversification at an asset class level but also diversifying individual exposures at the security level. Read More
investment strategy
Astuteness means we're masters of the downside risk.
The Reserve Bank of Australia (RBA) cut interest rates by 0.25% to 1.25% in June, ending a 33-month streak of inaction – the longest in RBA history.
Is the recent collapse in the share price of Company ABC a buying opportunity (noise), or symptomatic of underlying change in the company’s prospects (me...
market analysis
The past 12-months have marked a turning point for global equity markets, as they experienced the first retraction in Price-Earnings (PE) multiples since 2011.
Interest-Bearing Securities, or Bonds, provide a key source of income and portfolio ballast to any asset allocation, an importance that has been highlighted by the ...
The listed property (A-REIT) market as a whole experienced a difficult 2018 as the spectre of higher rates early in the year, contracted earnings multiples.
19 July 2019
Complexity in Families - Managing Intergenerational Wealth Strategy Family situations can be (very) complex. Cameron Harrison helps and guides families to navigate their Intergenerational Wealth Strategy.
17 May 2019
From chaos to clarity – a route-map for peace of mind. Journey Mapping one’s wealth aspirations is a very personal undertaking. It’s a mixture of insights and experience combined with depth of knowledge. Where planned navigation over time means everything. Whether it be for fami...
03 April 2019
Budget 2019 - Economic & Fiscal Implications This may appear to be a politically motivated budget – aimed to appease all and offend none – by a standing government on its last legs… and it is… However, from a purely economic point-of-view, we are pleased ...
Budget 2019 - Individuals and Families With effectively only one sitting day left of the Autumn session, this is an election budget to be voted on by the people. Touted as big on investment without increasing taxes, it is inoffensive, designed ...
Budget 2019 - Small & Medium Business There were a few small wins for small business in this year’s budget but nothing unexpected nor previously flagged. This reflects a continuation of the tax agenda from previous years along with a focus on...
23 November 2018
The Dilemma of Legacy Blood is thicker than water, and money is thicker than both. Families are a collective of related but diverse individuals with their own motivations. Navigating the journey of transferring family wealth is no easy task.
