News & Insights

Observations

Image for Battle Between Reflation and Secular Stagnation

Battle Between Reflation and Secular Stagnation

Have the increased inflationary expectations altered our Asset Allocation Strategy?

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Property Outlook 2021

From stay-at-home orders to online auctions, the pandemic has touched nearly all property sectors.

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Inflation: Much Ado About Nothing…??

Should we as investors be worried about inflation and the flow-on effects to asset markets? The answer is both yes and no.

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Bond Outlook 2021

The return outlook for fixed government bonds is meagre or awful, but opportunities remain in asset backed and credit markets.

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Australian and Global Equity Outlook in 2021

2021 will be a year of recovery and repair but will it be enough to satisfy the markets lofty expectations.

Image for Rising Bond Yields, Equities and 'Bubble Trouble'

Rising Bond Yields, Equities and 'Bubble Trouble'

Cameron Harrison sees big valuation problems for certain sectors such as technology, but not a critical concern for equity markets through 2021.

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Asset Allocation Planning

2021 is shaping up to be year of recovery, but is your strategy up to the task?

Image for The Last 7 days Has Underpinned the 2021 Cyclical Upside.

The Last 7 days Has Underpinned the 2021 Cyclical Upside.

The last 7 days has delivered a Democrat controlled Congress. In turn, fiscal stimulus supporting pro-cyclical growth will likely be more assured through 2021.

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Chinese Trade Ructions

Rotting lobster, stranded ships, and expensive wine. What is the impact of China’s trade tariffs?

Image for Australian Equities in 2021, Look Beyond China's Tantrums

Australian Equities in 2021, Look Beyond China's Tantrums

Looking past China's tantrums, Australian equities should on balance perform well in 2021.

Image for Attention US Technology Investors: A Painful Snap-Back Is Approaching!

Attention US Technology Investors: A Painful Snap-Back Is Approaching!

ATT: US INVESTORS FAANGM STOCKS ARE TRADING ON DANGEROUSLY HIGH PREMIUM TO THE REST OF THE MARKET, CREATING THE RISK OF A PAINFUL SNAP-BACK FOR ...

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Careful Playing Market 'Hopscotch'

Careful not to play market 'hopscotch' looking through the rear vision mirror.

Image for Low Aussie Growth, Low China Growth. A Tough Decade For Both Economies.

Low Aussie Growth, Low China Growth. A Tough Decade For Both Economies.

Over the last decade, China’s growth rate has halved from 10% to now an ‘official’ 5% per annum For the decade ahead, we forecast China growth halvin...

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Budget 2020 - Economic and Fiscal Implications

Unconstrained by an ideological need to balance the budget of the cycle, the Morrison Government has unleashed the Godzilla of all budget deficits, with FY2021 ...

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Budget 2020 - Individuals and Families

An uncomplicated (and largely as expected) Budget as far as individual taxpayers and investors are concerned, centred around a single big-ticket tax break which will ...

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Budget 2020 - Small and Medium Business

This year’s Budget is a budget for many businesses, just not big business. Most of the measures are targeted at businesses with less than $5 bi...

Image for Fiscal Stimulus Around the World Supports ‘Smart Industrials’

Fiscal Stimulus Around the World Supports ‘Smart Industrials’

Astuteness means we're masters of the downside risk. We don't believe everything that's written in the newspaper.

Image for The 30- year Easy Road For Bond Investors Just Reached A Dead-End

The 30- year Easy Road For Bond Investors Just Reached A Dead-End

Peak performance is also about coming down the mountain well.

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We Don’t Hire Advisers, We Build Them.

In a break from the market woes, economic gloom and industry scandals that dominate the financial press headlines, our Managing Partner, Paul Ashworth, has been ...

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Aussie Households Face Cash Flow Crunch

As mountain guides, we provide the ropes and routes, it’s your summit we protect.

Image for Buying FAANGs Is A Dangerous Game. Go For Tech-Focused Industrials

Buying FAANGs Is A Dangerous Game. Go For Tech-Focused Industrials

We're in the business of mapping strategy, where the compass is never true north. It 's a journey where insights and experience are vital.

Image for WEBINAR: Global Equity Strategy - FAANG it or not?

WEBINAR: Global Equity Strategy - FAANG it or not?

Investors looking for a long-term investment return should look beyond the FAANG’s (an acronym that refers to five leading US technology companies).

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Paul Ashworth Named A Top 100 Adviser

Excellence is uncommon. Achieving excellence is our purpose.

Image for Australia Recognises The 'Formality' of Recession (We Were En Route In Any Event).

Australia Recognises The 'Formality' of Recession (We Were En Route In Any Event).

A bit like the Artful Dodger in Charles Dickens 'Oliver Twist', the Australian economy has dodged and weaved the technical definition of a recession (that ...

Image for WEBINAR: Fixed Income Strategy - Demystifying Bonds & Fixed Income Strategy Moving Forward

WEBINAR: Fixed Income Strategy - Demystifying Bonds & Fixed Income Strategy Moving Forward

We navigate with analysis, combined with 50 years of balance of risks perspective. It ensures we see the woods from the trees.

Image for WEBINAR: Investment and Economic Strategy Beyond COVID Suppression

WEBINAR: Investment and Economic Strategy Beyond COVID Suppression

Suppression strategies lay at the core of today’s economic, commercial and financial futures with their implications extensive for the next 5 years and beyond.

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Fighting The (Pandemic) War Whilst 'Hibernating'

Normally in world wars, we press labour to either fight or produce the armaments that the war effort will require. Resources are fully engaged. A ...

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Fiscal Stimulus

The next wave of fiscal stimulus has been unleashed, but will it be enough to build a proverbial bridge to the post COVID-19 promised land.

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RBA Enters the Fray

In a further escalation of the extraordinary policy responses by governments and central banks, the RBA and Government both unleashed further supports to transition businesses ...

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Crisis Transitioning to Constructive Opportunity

The times require extreme prudence, but with an eye beyond the crisis.

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Pandemic Mutates With Oil Crisis Geo-Politics

Saudi’s throw a grenade into a bloodbath. In a worrying development for coronavirus-hit financial markets, oil markets are now in crisis.

Image for Panic, Pandemic and Effective Investment Strategy

Panic, Pandemic and Effective Investment Strategy

Astuteness means we're master of the downside risk.  We don't believe everything that's written in the newspaper.  

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Investment Update: Coronavirus

The spread of coronavirus outside China has rattled equity markets, but what is the impact for the Australian economy?

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Economically Responsible leads to Outperformance

Astuteness means we're masters of the downside risk.

Image for Interest-Bearing Remains Attractive in 2019

Interest-Bearing Remains Attractive 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 ...

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Government Intervention: Right then Left

At the end of a bull market, when the gains have been disproportionately shared between ‘winners’ and ‘losers’, it is not unusual for governments to seek to ...

Image for Slowing Global Growth – Diverging Fortunes

Slowing Global Growth – Diverging Fortunes

12-months ago global growth reached a post-recession peak as we experienced synchronised global growth across many different countries.

Image for Too much bank for your buck?

Too much bank for your buck?

Properly diversifying your investment pool not only means diversification at an asset class level but also diversifying individual exposures at the security level.

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