Market Bites
"Market Bites" brings together quick links to news and articles for our clients, which we think they may not have read, and will hopefully find of interest. Heavy on tech this week. Click for the last edition to take a look (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Wentworth's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.

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Macro
Why Silicon Valley Bank Died (UPDATED 2)...
Coolabah Capital
Macro
The RBA strongly signals a pause in April
Coolabah Capital
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