investment strategy

For Marcus Padley and his investors, it’s been a remarkably good six months during a year in which markets are straddling the boundaries of health, economic and...

Risk assets, in particular the equity market, even after last night, are still pricing in a decidedly V-shaped recovery from the COVID-19 lockdown and subsequent...

Investors are constantly plagued by questions for which there’s not always an easy and straightforward answer available.How much exactly is the landscape for retail...

If you're on a committee and you're responsible for managing investments on behalf of other people, this practical checklist is for you. It's designed to make sure you...

Most social scientists share the view that the GFC in 2008/09 played a major role in further polarising modern day societies.To get an accurate insight into what is...

Something happened on the weekend that made me think about what is happening in share markets. On Saturday I went for a long walk, which took me to a national park...

Joke Of The WeekThe bull and bear go out for a coffee (maintain distance).The bull proudly says: "Best three days for the S&P 500 since 1933".The bear responds:...

As we watch markets grapple with COVID-19 concerns, it is worth revisiting strategies to manage volatility in an investment portfolio. Even beyond the current...

Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...

In our inaugural podcast for 2020, I sit down with Peter Stevens, Investment Analyst at Frazis Capital, to discuss the lessons we’ve taken to heart from last year and...