In our 2020 investor letter, we reflect on performance, portfolio positioning, the opportunities and what to expect in the current investment environment.
Affluence Investment Fund Webinar
Learn more about our Affluence Investment Fund and the current portfolio of exceptional fund managers in this 20 minute webinar.
Debt based Listed Investment Trusts
Debt LITs have exploded in both number and capital raised over the past 3 years. After an initial period of easy returns, this year’s market crisis has highlighted the risks involved.
Affluence LIC Fund webinar
Learn more about our Affluence LIC Fund and the current discount opportunity in this 15 minute webinar.
Defensive assets may not be what they seem
Regardless of exactly when a correction might happen, it would not be a stretch to …
What is volatility and why does it matter?
What is Volatility? The performance of an investment is ultimately the most important thing. But …
Negative interest rates
I’m fairly certain that at some point in the future, we will look back on …
Improving cash returns
In the last six months, the cash rate set by the Reserve Bank of Australia …
Affluence LIC Guide
Are you looking to invest in the best LICs in Australia? The Affluence Listed Investment …
Interest rate insanity
In early 2009 in the depths of the financial crisis, I cut out a small …
