model portfolio

Mathan Somasundaram

Whilst global markets have maintained positive momentum into 2017, valuations look stretched. Markets are going to run into the US reporting season given the US leadership change and the recent rally pricing due to the optimistic outlook. However, US fiscal policy uncertainty, historically low volatility, rising USD, rising yields and... Show More

Mathan Somasundaram

Global markets are flip flopping with the US market hitting all time highs. US fiscal policy uncertainty, historically low volatility, a rising USD, rising yields and stretched valuations are raising doubts on the recent exuberance in the equity market. Strong commodities along with a robust USD and rising yields suggests... Show More

Mathan Somasundaram

Global markets have recovered on the back of central bank stimulus, while global growth worries remain. US Fed expectations of a rate hike are rising, while history shows they are only going to make one move in 2016 and that is expected to be in December. Model portfolio and changes... Show More

David Bassanese

The traditional argument for index investing –such as through exchange traded funds– is based on the view that most active managers fail to beat their respective investment benchmarks more often than not. But while this may be true to some extent, it’s clear that some active managers maintain good track... Show More

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Mathan Somasundaram

Strategy outlook: We maintain a bullish long term view on the Australian equity market while short term volatility is expected through the US interest rate cycle and China growth slowdown. We remain positive on the yield and currency trade, while domestic economic deterioration will expose Australia to global volatility even... Show More

Mathan Somasundaram

Strategy outlook: We maintain a bullish long term view on the Australian equity market to reach 6500 in 2016. Global macro uncertainties, falling growth outlook and the RBA remaining in easing bias has made equities the preferred risk/return option for investors wanting better than bond yield return in an environment... Show More

John Robertson

This week’s PortfolioDirect investment report highlights the continuing fall in resource sector equity price volatility. Prices have remained trapped within narrow trading bands. Larger changes in market prices elsewhere have left the sector relatively unscathed. Meanwhile, cyclical progress remains highly constrained. International policy makers continue to feed liquidity into financial... Show More

Mathan Somasundaram

Quant Strategy Portfolio | September update - Maintaining three pillar diversification | Despite the short term volatility on the strength of US recovery relative to other regions, we see positive medium to long term equity market prospects due to subdued growth in all other regions of the world. Potential further... Show More

Mathan Somasundaram

Quant Strategy Portfolio | July update - Optimism offering better odds | We maintain our call from May 2013 that the market will experience a two year bull market to 6500 (S&P 300) based on a US and China led global recovery. We turned positive in the short term on... Show More

Mathan Somasundaram

Quant Strategy Portfolio | June update - You can't overtake riding in the same lane | Unlike the market, we think the negative outlook for the reporting season is overdone and feel China has hit the bottom. We expect China data to show recovery over the next 6 months. Current... Show More

Ninus Kanna

How we beat the street. Thursday 21st November was the one-month anniversary of the FE 200 model portfolio. It's been a great month - returning 2.5% more than the ASX 200! This is because of good quality companies with better earnings prospects. But our banking sector call helped a lot... Show More