Category: Insights

Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.

All   |   Insights   |   Quarterly Market Wraps

All-Time-High Anxiety

Weston Wellington Vice President, Dimensional Fund Advisers KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But shares are not heavy objects kept aloft through strenuous effort. They are perpetual claim tickets on companies’ [Read More]

September 25, 2021

Mind Your Negativity going into 2021

Some sentiments doing the rounds right now: The 4% rule (consuming 4% of your portfolio value each year) will never work anymore because bond yields are so low. Tech stocks are going to see a spectacular crash. The stock market is running on borrowed time. Valuations can’t go up forever. [Read More]

December 22, 2020

Our Ten Year Journey

From the beginning, our strategy has been to build an independent, professional advice business, unlike anything that existed before. A business free from the conflicts of interest that have plagued our industry for decades. A business that puts its clients first and strives to deliver the highest standards of advice. [Read More]

December 22, 2020

US Election 2020 Inside the Numbers

“The most fundamental problem of politics is not the control of wickedness but the limitation of righteousness” Henry Kissinger Regardless of political creed or levels of interest, the one thing we can safely agree on is that the Trump presidency hasn’t been boring. Comparisons with the 2016 presidential race are [Read More]

September 01, 2020

Time to Embrace Diversification and Total Return

In an environment of diminishing income returns a different approach to funding cashflow is required. This approach seeks to take advantage of the diversification benefits and growth potential from lower yielding assets and adopting a ‘total return’ mindset.

August 08, 2020

Global Markets and the Global Economy take different Paths

Since I last wrote in this column on 31 March there has been tremendous change. The way we live, the way we work, the way we engage with each other and the way we think about the future. Some of the change has been good, much of it terrible, and there is plenty that we’re still not sure about.

August 07, 2020

Tech has Skewed the Numbers

To make sense of this seemingly impossible dichotomy of rising markets and deteriorating fundamentals, we need to look more deeply into the stock market’s composition.

August 07, 2020

Massive Government Stimulus has Reflated the Markets

Any rational assessment of current market prices needs to factor in the huge increase in the money supply that has been spawned by global governments’ ‘whatever-it-takes’ intervention to support markets, businesses, and workers.

August 07, 2020

Likelihood of a Vaccine

Whilst still far from a certainty, we sense the odds of a vaccine being developed appear to be shortening. Researchers around the World are racing to develop a vaccine with more than 140 candidate vaccines now being tracked by the World Health Organisation (WHO).

August 07, 2020
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