outlook

A strong year for equity performance has seen the ASX200 increase more than 25% year to date. It’s all been driven by re-rating. It was recently put to us that this is...

At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit...

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...

Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only...

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....

These days the challenge in writing an outlook piece for the stockmarket is to try and avoid rehashing the same supportive comments for global equities. I guess a bull...