Invast Investment Committee

Throughout the year, Invast has been launching many strategies onto the PortfolioInvestor platform. We now have around 46 strategies made of up many individual equity exposures – producing hundreds and thousands of variations. We realised that many in the market want a core portfolio allocation around various asset classes, so... Show More

Invast Investment Committee

We spent a week in China last month, walking the streets and talking to a whole range of people. Most people who comment on China and form so called expert opinions have never been there nor comprehended the sheer scale of what is going on. We decided to go and... Show More

Invast Investment Committee

We’ve had many readers and business partners contact us asking about recent banking changes, interest rate movements and other market factors. These are important, but not the most important thing to worry about. Building and developing your ‘way of thinking’ correctly and understanding the psychology of investing is the most... Show More

Invast Investment Committee

We watch the Canadian economy very closely, despite being on the other side of the world. Canada is still a member of the Commonwealth, like Australia and it also has a very similar economic composition. Both Canada and Australia have similar sized economies as measured by Gross Domestic Product (GDP).... Show More

Invast Investment Committee

We recently completed a teleconference with clients based in San Francisco. With their permission, we have written the following analysis this week. Our discussion centered on several factors and then concluded on the impact of Chinese buyers in the Australian market. They had heard about rising activity through the internet... Show More

Invast Investment Committee

Some of the most common questions we are asked are “what do you think of Sydney property prices”, “are property prices sustainable” and “how much further can the property market go”. All very good questions. For us the answer lies in three important factors - Interest Rates, The Stock Market... Show More

Invast Investment Committee

One of the most important things to have occurred over the past week is the recovery in commodity prices. It suddenly feels like things are starting to improve in the Australian economy. This is important because it means less pressure on Australia’s economic growth and less drastic moves by the... Show More

Invast Investment Committee

Last week we discussed feedback from large, wealthy, experienced investors. We published some of this feedback to our readers and tried to broadly build a picture for how we think the overall investment environment will play out over the next year or two. We ended our note by saying keep... Show More