With stocks near all-time-highs, there is steadily accumulating evidence that this may be a historic time to sell. PMIs are diving. PMIs give false signals (eg 2016 was a buy, not a sell) but this is by far the worst they have looked. All through the turmoil of last year,... Show More
In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among the key performance metrics that stood out was a -21% fall in earnings per share versus a year earlier, a sizable fall in operating margin to 34.4%, net... Show More
Equities have continued to recover from their sell-off late last year; income-oriented asset classes like property and infrastructure have been in strong demand and this will likely be prolonged as rate cuts are increasingly priced in.Looking ahead, the most likely scenario is that the global economy will find ways to... Show More
You know when you ask a friend for advice and the primary theme of their advice is “keep it simple”? Show More
James Swanson, Chief Investment Strategist at MFS turned cautious on global markets earlier this year, but after unexpectedly strong data from Asia, Europe, and the US, he asks if it’s time to change views. Show More
Every month, we provide a snapshot of the Affluence Investment Fund portfolio to our investors. We always include the two following charts to help people understand how we have positioned the portfolio: Show More
