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.

Macro Strategy: Trends have changed + economic regime change?

There is no getting around it at the moment – whether you are a professional money manager, or a DIY investor, its just ...

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Macro Strategy: The K-shaped recovery is real, and investors need to understand it

One of the most talked about aspects of the recovery from the March lows of the COVID induced plunge in both stock market ...

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Month in Review

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

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How to set your Strategic Asset Allocation during a crisis

By Lukasz de Pourbaix – Chief Investment Officer. Lonsec Investment Solutions Strategic asset allocation (SAA) is a ...

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Macro Strategy Update: Equity markets at critical short term levels, volatility and the machine

The past week for SMSF and DIY investors was akin to a dodo bird sighting – a correction in big tech shares – somethin...

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An unusual culprit driving this recent volatility

Last night saw the S&P 500 fall -2.8%, and the Nasdaq fall almost -5%, in what was a rude awakening to any market newc...

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Macro Strategy Update: Latest PMIs + business cycle forward prediction model

The ISM and other PMIs came out overnight, and hence we also get the latest look at how my ISM vs Forward prediction model...

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High stockmarket PE ratio perhaps not so high

One of the standouts when looking at the metrics of the current Australian & US share markets is the high price to ear...

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Macro Strategy Update: is the stock market the economy ? 3 things to know.

How often have we heard in the recent past, “The stockmarket is not the economy”. It seems like every market commentat...

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