Blog

The following article comes off the back of a fascinating podcast by the Freakonomics author Stephen Dubner. A full link to the podcast is provided at the end. Generally speaking, it is believed that diamonds are rare. In fact, within the US, diamonds are the second-most-common...

As a result of an adoption of higher Price/Earnings (P/E) multiples across a range of asset classes: where ordinarily we would expect forecasts to be lower given the recent strength in Australian Equities, we continue to see this asset class in our Cheap valuation range...

It’s not uncommon for business owners to take short, irregular holidays because they don’t have the support to keep their business running without them for a longer break. Aside from taking time off for leisure, have you considered what would happen if you were forced to...

Ahead of the updated forecasts and comments on each of the asset classes that will follow, we will revisit several of the elements that comprise our long term expected returns....

Many of our readers are familiar with the expression "past returns are not indicative of future returns". It is the standard text that comes with any advertisement or research for share market based investments. NB You will never hear this statement from your local real...

Performance in the A-REIT sector has been very strong over the last year, though this only brings our valuation assessment to the upper Fair Value range. In part this is due to the falling yields that we mentioned earlier, which are in turn reflected in...