Monthly Investment Review November 2015

Monday, December 14 2015

It has been a volatile year so this month we review 2015 and highlight some of the key themes that have played out. We also discuss the year ahead and ask ourselves the key questions facing investors in 2016.

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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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