Investment Markets Insights

  Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the …

The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …

Our 2022 annual investor letter covers fund performance, portfolio positioning, market outlook and the key change you need to be aware of.

Year Highlights Firstly, a massive thank you to all of you who trusted us with your hard-earned capital during the year. It is a responsibility that we never take for granted. Financial year 2022 (FY22) was a tale of two halves. …

In our 2021 investor letter, we reflect on performance, portfolio positioning, opportunities and what to expect in the current environment.

We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …

Learn more about our Affluence Investment Fund and the current portfolio of exceptional fund managers in this 20 minute webinar.

March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our funds performed, and how we are positioning our portfolios in this market.   What happened? You’ve …

Regardless of exactly when a correction might happen, it would not be a stretch to say that it’s late in the current investment cycle. And that usually means it is prudent to think about the level of defensive assets in your …

I’m fairly certain that at some point in the future, we will look back on this period and wonder how we could have ever believed that current negative interest rates seem reasonable. Right now, there are several trillion dollars worth of …

In the last six months, the cash rate set by the Reserve Bank of Australia has fallen 0.75%. It is estimated that cash returns on savings accounts and term deposits have fallen even more. In addition, the percentage of cash in …

The discount opportunity Right now, LICs are under pressure as the average level of discounts is much higher than usual. What is also unusual is that these elevated discounts have appeared when the ASX has been going very well. History would …