Dec 1, 2020 | Asset Management
Just getting started: After the Dow Jones hit the symbolic 30k point in November and had its best month since 1987, is it time to take some risk off the table? While it would make some sense to do so, many will argue stock markets are not done yet. There only seems...
Nov 1, 2020 | Asset Management
Is it time to reassess our view on bonds? Recently Ray Dalio the founder of the world’s largest hedge fund firm said that he didn’t like bonds in a portfolio. He argued that they were too volatile for the low yield that they offered by explaining that one day’s price...
Oct 14, 2020 | Asset Management
Stocks are the Economy “Stocks are not the economy” is something you may have heard while US indices were charging to new highs only months after a market crash. There is of course some truth in that since the stock market doesn’t capture your trip to the local...
Oct 1, 2020 | Asset Management
Superannuation and the challenges ahead The superannuation industry has faced some immense challenges in light of the COVID-19 pandemic, such as dealing with the fallout – immediate and long term – of the Government’s announced changes to superannuation settings as...
Sep 1, 2020 | Asset Management
The K recovery: A lot of people have tried to predict what kind of recovery the US and global economies will have following the Covid crisis. We heard of the V shaped recovery which was very unlikely. Some have talked about a U shaped recovery. We have even had a...
