Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Business cycle update: The ISM and prices accelerate again

The latest ISM Manufacturing Purchasing Managers Index (PMI) has been released for the US overnight. As regular readers wo...

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Portfolio Strategy: Bond yields & vol crank higher, but its not all bad

This weeks commentary does not need to be long, as it’s really just a continuation of last week’s theme. You may r...

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Portfolio Strategy: Rising bond yields are having their ripple effect

Global markets are continuing to behave in line with the reflation theme. Remember, reflation is an economic regime where ...

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What Australia’s yield curve movements mean for active investors

The yield curve is one of the most watched barometers of perceived economic health in financial markets. Investors turn to...

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Portfolio Strategy: More of the same

Sometimes portfolio strategy commentary does not need to be particularly long or complicated. Sometimes, its just more of ...

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Monthly Global Update: February 2021

The monthly summary of global markets, movements, and recent data (Month in Review) is now available. It provides concise,...

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Macro in a minute: ISM still strong, prices ripping higher

The latest ISM Manufacturing Purchasing Managers Index (PMI) has been released for the US. As regular readers would know, ...

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The great short squeeze, what it means for investor portfolios, and the week ahead

The past week has seen a pause in the reflation trade across global markets, as various factors have contrived to lead mar...

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Business cycle powers on as inflationary pressures continue to build

Regular readers of our strategy pieces will know that one of the key building blocks of investment portfolio strategy for ...

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