Insights

As we do each quarter we discuss both our outlook for asset classes together with performance for the second quarter and financial year. We also discuss the continued strong start to 2019, and most importantly where to from here from a strategy perspective. Click below for further details. Find our More

Capital Economics in London recently pointed out that the rebound in equities is justified based on the strength in corporate profits, especially in the US, but noting that this profit rebound has not been as pronounced in markets such as Europe. We discuss this as well as: One of the anomalies at the moment is […]

As we near the Federal Election there are two questions that are dominating discussion: 1. Are we at the start of a global slowdown in growth? 2. Where is Australia positioned if we see a global slowdown? Before we get to the stage of a slowdown dominating discussion, we could well see a melt up […]