Market Update

Monday, December 14 2015

Given the weakness in markets we thought we would send out our year in review which will appear in our monthly report. We note market volatility remains ahead of the Fed rate decision with commodity price volatility feeding in to the uncertainty.

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Monthly Investment Review October 2015

Monday, November 16 2015

This month we look at key factors impacting markets including an in-depth analysis of the market PE ratio, central banks commitment to low rates, concerns from offshore funds on Australian housing and key portfolio changes including the recently listed Link Administration Holdings Limited.

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Monthly Investment Review September 2015

Tuesday, October 13 2015

Markets have remained volatile in the past month. Uncertainty regarding the US Federal Reserve interest rate direction, a change in leadership in Australia, and continued uncertainty regarding the strength of the Chinese economy dominate the outlook.

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Market Update

Wednesday, September 30 2015

The market sold off aggressively today on little news. The driver appeared to be a negative broker report on Glencore, which triggered a wave of hedge fund shorting across energy and resource names. The hedge funds are targeting two key areas

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Market Update

Tuesday, September 15 2015

Australia has chosen another Prime Minister! Turnbull is promising a ‘thoroughly liberal government’ promoting freedom of ‘individuals and markets’ and promising to consult and explain the case policy change.

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