News

Read a selection of articles written by

the investment team

April 2024 - When JP Morgan moves into bail out mode, consider being a buyer too.

March 2024 - The cheap treat that’s getting more expensive.

March 2024 - The extraordinarily super Super Micro Computer.

February 2024 - Recent studies show that passive investing now outweighs active investing

February 2024 - 2024, a year of kindness.

January 2024 - Coming into land in 2024

December 2023 - Headwinds that have faced listed real estate for the past two years.

November 2023 - Listed property has been doing it tough

October 2023 - The Bond market gives investors a High Five

October 2023 - Gauging the increasing number of write downs

September 2023 - How do you take your earnings, normalised or reported?

August 2023 - Thoughts on underperformance by an active manager

July 2023 - Emissions Trading Scheme – not meeting our long-term climate goals

July 2023 - The Australian Superannuation Performance Test: Sensible but flawed?

June 2023 It’s been a tough time for small cap investors

May 2023 - No-one really wants to be known as ‘Poodles’

May 2023 - When it comes to equities, there is no hiding from the voting machine

May 2023 - US Debt Ceiling Crisis: What happens if America defaults?

April 2023 - Looks a lot like 1997 all over again

March 2023 - Ryman shareholders pay a hefty penalty

March 2023 - Hold onto your undies, we’re coming in to land

February 2023 - Ryman looks like a classic value trap

January 2023 - A closer look into the dark art of technical trading

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