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: under the hood, some caution and defensiveness has entered into the market

If one was only to look at the headline indices, then it would not appear that much is going on. The S&P 500 is back u...

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Strategy: as bond yields march higher, is Tech still OK?

There is a very interesting dynamic at play in the markets at the moment, particularly for those who have held growth orie...

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Monthly Global Update: March 2021

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

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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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