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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 all …
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 …
Large cap stocks lag Given the amount of negative news in the last three months of the 2016 financial year, you’d be forgiven for thinking it was a terrible time in the markets. In reality, the ASX200 (including dividends) rose by 3.9% …
The March quarter was not a pretty one for financial markets in general. The ASX200 (including dividends) fell by 2.7%. Most equity funds delivered negative returns. Worries centred around China (again!), US interest rate rises (we don’t know why, since the …