The March quarter was,to borrow a football analogy,a game of two halves.In our January commentary we addressed some of the concerns in the market about the spike in volatility,and pleasingly many of these have abated significantly in the latter half of February and through March.The...
The calendar year just completed saw the Australian economy grow by 3.0%. Not only did the final quarter growth for 2015 beat expectations, but the Q3 growth was revised up, and in their comments on the data economists from ANZ Bank said the detail was better...
A discretionary family trust is structure to hold assets in the name of an entity on behalf of family members. A trustee is appointed to manage the trust and the assets are all registered in the trustee’s name and are held by the trustee on behalf...
Just how volatile have markets been in the first weeks of 2016? With a little explanation, hopefully the above pictures will prove their worth to be at least as good as the metaphorical thousand words. On the left hand side we have the ASX200 and on the...
A rebound in prices during October was relatively widespread in investment markets around the world, which has the effect of reducing future expected returns. Though as can clearly be seen, we remain of the long term view that there is significant value available and as...
Relativities between asset classes have remained stable over the past month. We now see the outlook for the Financials sector as broadly in line with the overall Australian Equities, whereas previously it had been lower due to rising share prices. Any further weakness in Financials...