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Quarterly Market Wrap Q3 2021

Global Markets Summary Global developed market stocks posted their sixth straight quarter of gains in the third quarter, with many indices hitting record highs in August before easing off in September. Currency movements made a significant impact, with a broadly weaker Australian dollar helping unhedged Australian investors with offshore equity [Read More]

November 29, 2021

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

Quarterly Market Wrap Q2 2021

Global equity markets rose for a fifth consecutive quarter in the three months to 30 June, reaching record highs and continuing their rapid recovery from the pandemic shock of the first quarter of 2020.

July 29, 2021

Quarterly Market Wrap Q1 2021

Global equity markets posted a strong start to 2021, with global indices approaching record highs and many individual markets approaching or surpassing pre-pandemic records.

Dominating headlines were growing signs of global economic recovery amid a fast-tracking of vaccine rollouts and the passing of a US$1.9 trillion fiscal stimulus package by the incoming Biden administration.

Quarterly Market Wrap Q4 2020

Global Markets Summary An extraordinary year in global markets ended on a positive note in an eventful fourth quarter, with equities registering very strong gains, led by small cap and value stocks, while a strong credit premium boosted bonds. The final quarter was dominated again in the news by developments [Read More]

January 21, 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

Quarterly Market Wrap Q3 2020

Global Markets Summary The dramatic turnaround in global equity markets from the coronavirus-induced slump in March continued in the September quarter, although prices fell back in the final month of the quarter after global benchmarks hit record highs. News headlines in the quarter were dominated on the one hand by hopes [Read More]

September 30, 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
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