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.

Strategy Update: share markets are down in 2022, so where to now ?

Since the beginning of 2022, we have been outlining to our members how the big picture conditions that investors were faci...

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Chart of the Week: ASX200 macro model holding up

It’s no secret that global share markets have been under pressure this year. As at the time of writing, the ASX200 p...

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Chart of the Week: Wheat prices going vertical again

The war in Ukraine has had a number of economic effects, not the least of which has been its effect on global food prices ...

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Month in Review for April 2022

The monthly summary of global markets, movements, and recent data (Month in Review for April 2022) is now available. It pr...

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Chart of the Week: global production outlook not good

This week’s Chart of the Week looks at a little known indictor, but one which packs a punch well above its weight. W...

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Chart of the Week: Inflation facing some gravity

This past week has seen the official Aussie inflation rate finally spike higher to over 5% (it’s only reported quart...

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Chart of the Week: business cycle vs positive earnings revisions

In this week’s Chart of the Week, we take a look at the relationship between the business cycle and positive earnings re...

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Month in Review – March 2022

The monthly summary of global markets, movements, and recent data (Month in Review for March 2022) is now available. It pr...

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Chart of the Week: Banks vs forward model

In this week’s Chart of the Week, we provide an update on the Bank sector vs their forward model, which we have publishe...

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