In our last wire, Dominant themes in 5 key asset classes, we highlighted the conservative stance most managers had taken following the extreme volatility during the December quarter. We believed the generally cautious tone would result in the rally extending as managers re-assessed the improving outlook based on what appeared... Show More

Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new opportunities. So we commenced 2019 with an extensive research program meeting 42 investment managers over 4 weeks in Melbourne,... Show More

The annual returns of investment markets are clearly positive over a long period of time, and when markets go through bad periods often the advice is to effectively stand pat. This advice may be appropriate for a young professional with 30 years of earnings and accumulation ahead of them, but... Show More