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Monthly Economic & Investment Market Commentary March 2012 Last month’s report focused on the United States and Europe, and as promised our discussion this month will focus on China, India and the Emerging Markets, and then finish with an update on the Australian economy. There have been...

01 May, 2012

Monthly Economic & Investment Market Commentary February 2012 A research paper(1) that was written more than a decade ago about the state of the Japanese economy provides an interesting framework for assessing current financial problems in Europe and the United States. The author analysed the Japanese economy...

01 April, 2012

You may be aware that over the weekend, ratings agency Standard and Poors downgraded America’s credit rating from AAA to AA+. So, what is a credit rating? A credit rating evaluates the credit worthiness of a Borrower. Basically, it is a judgment by a Ratings Agency of...

08 September, 2011

ADAPT “implies a modification according to changing circumstances” Webster’s Dictionary, 2011 It has been five weeks since the launch of Adapt – and I felt it was appropriate to explain why I chose the name. Over the course of 12 years in the wealth management industry, I...

31 August, 2011