Latest Commentary, Ideas & Updates

Find the latest commentary, investment 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.

November up big, vol moving lower, but bonds odd man out

As the month wraps up, its been one of the best Novembers on record for stock market investors. More importantly however, ...

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The market recovery vs the COVID tug-of-war

The last couple of weeks have featured plenty of good news for risk assets. Whilst the reduction in political uncertainty ...

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Macro in a Minute: China recovery continues to put COVID in the rear view

The latest high frequency data out of China this week has confirmed  that China’s economic recovery remains on track. R...

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Month in Review

Month in Review takes a snapshot and provides commentary on what happened in the month of October. This includes: Perform...

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Quick take: US election thus far and the investment implications

Update: 10/11/2020: Since writing this article, Joe Biden has claimed victory in the US election, and whilst Donald Trump ...

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Strategy: Update of forward looking model for US business cycle (and US shares)

One of the key macro indicators that global financial markets look to each month is the ISM Manufacturing Purchasing Manag...

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Ignore the crowd and focus on your game plan

US elections, daily pandemic updates, and political scandals are dominating the news headlines. In this world of hyper-con...

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Macro Strategy Update: the narratives vs the data

As often happens in markets, there is a constant battle between the narratives and the economic data. And more often than ...

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Month in Review

Month in Review takes a snapshot and provides commentary on what happened in the month of September. This includes: Perfo...

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