News & Insights

Have the increased inflationary expectations altered our Asset Allocation Strategy?

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

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

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

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

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

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

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.

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

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

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 ...

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

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...

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 ...

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 ...

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...

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

Peak performance is also about coming down the mountain well.

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 ...

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

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.

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

Excellence is uncommon. Achieving excellence is our purpose.

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 ...

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

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.

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 ...

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.

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 ...

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

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

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

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

Astuteness means we're masters of the downside risk.

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 ...

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 ...

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

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