Category: News

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

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How to Avoid a Permanent Loss of Capital

For investors, the real danger of crises such as this one is the possibility of suffering a permanent loss of capital. For the most part, this eventuality typically stems from one of four (mostly avoidable) strategies. Let’s have a look at each of these in turn: Exposed or Leveraged Stocks: [Read More]

March 31, 2020

What does Capitulation feel like?

The one thing we know with certainty with bear markets is that they will eventually end. The problem of course is working out when. In market speak, “capitulation” is the point where everybody has had enough, when investors can take no more pain, the bears have sold everything they had [Read More]

March 31, 2020

The Economic Scale of COVID-19

Coronavirus is affecting the global economy to a greater degree than any previous event.  Global supply chains are so interwoven that the initial disruption in China triggered a meaningful slowdown in World trade and economic activity. Since then, the virus has spread to all the major economies of the World and [Read More]

March 30, 2020
Making rational decisions in irrational times

Should I sell now and buy back in later?

Share markets are breaking records daily right now. With all the uncertainty, and extreme volatility, many investors are asking themselves if they should sell their shares now, with a view to buying them back later when there are signs that things are returning to normal. In this edition of Insight, we provide investors with a framework through which to answer this question.

March 16, 2020

Understanding the Coronavirus

As most readers will know, Coronavirus (now known as COVID-19) started in the Wuhan province in China. Prima facie, you could be forgiven for believing that the virus isn’t remarkable. Most people who get the virus only suffer relatively mild “cold and flu like” symptoms and then they get better. [Read More]

February 28, 2020

Lost in the Middle?

With the election only a few days away, many of our clients have expressed confusion about the potential impact of a Shorten Labor Government. We’ve taken the time to explain some of Labor’s key tax reform proposals; identifying who will be the winners and losers, plus some of the potentially [Read More]

May 15, 2019

We’ve opened a new Sydney office

We are pleased to announce the opening of our new offices in the Sydney CBD – Suite 2.14, 165-167 Phillip Street. This new location represents our fourth office, with existing offices in Mosman, Orange, Walcha, and now the Sydney CBD. Featuring state-of-the-art facilities, the new location in the Sydney CBD [Read More]

October 08, 2018

Are we due another crisis? What’s our prediction?

Last month saw the ten-year anniversary of the Lehman collapse come and go. This is notable, as the collapse of Lehman was the tipping point of the financial crisis of 2008 and heralded a new economic era. An era where interest rates in the Western World would remain close to [Read More]

October 05, 2018
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