The S&P/ASX 200 Accumulation Index rose 5.75% in July. The share market increase was driven by a decline in both domestic and global bond yields and a better than expected (feared) US quarterly reporting season.  The...

It was another very volatile quarter for financial markets. The combination of high inflation, rising interest rates and heightened fears of a recession have led to historic declines across most asset classes, simultaneously. Market...

Overall, there is a lot of uncertainty around the world and volatility remains high as markets balance the risks of recession due to higher interest rates aimed at curbing higher inflation.  Your Investment Committee is working for...

The S&P/ASX 200 Accumulation index rose 6.9% in March strongly outperforming global shares which increased by 2.5% as measured by the MSCI World Index. Despite investors rush to increase bond yield forecasts and the terminal cash...

Please find attached our Investment Committee's comments in relation to domestic and global markets over the last quarter and how, in light of market conditions, portfolios have been rebalanced and why. While we have endured a couple...