Drop us a line...

Send Message

Newsletters

Points of Interest – Summer 2021

In this edition of Points of Interest, we look back over the year that was 2020, which was naturally dominated by the pandemic and its impact on world health, the global economy and stock markets. We also explain the impact that ultra-low interest rates is having on investor behaviour, where investors are forced to accept higher risk in order to earn returns that in years past would have been considered as relatively modest. We also consider whether or not global stock markets are near the top of a bubble, evidenced by significant increases in share prices of companies such as Tesla and others.

Points of Interest – Spring 2020

In this edition of our quarterly newsletter, Points of Interest, we discuss the very unusual nature of the pandemic, which has led to significant increases in sales and profits for certain sectors and firms, while others have struggled to survive the impact of the pandemic and efforts to contain its spread. We also review the Australian government’s budget and discuss the performance of the market over the quarter.

Points of Interest – Winter 2020

In this edition of our quarterly newsletter, Points of Interest we discuss the gradual recovery from the pandemic-induced market crash and economic slowdown experienced over the preceding four months. We also discuss the impact of falling interest rates on portfolio construction and how this influences our decisions regarding asset allocation and investment selection.

Points of Interest – Summer 2020

In this edition of our quarterly newsletter, Points of Interest, we review the performance of the stock market during 2019. Despite significant concerns over the geo-political situation, the Australian stock market recorded its highest annual return since 2009. This was to a large extent the result of monetary stimulus from the Reserve Bank. Looking ahead to 2020 we expect low interest rates to continue to push investors towards higher-risk investments in a search for a reasonable yield.

Points of Interest – Winter 2019

In this edition of our quarterly newsletter, Points of Interest, we highlight the positive impact that falling interest rates in Australia (and overseas) has had on the domestic stock market, although pointing out that higher share prices are not necessarily a good indicator of the strength of the economy. We also discuss the positive impact of the recent Federal election on the domestic stock market.

Points of Interest – Autumn 2019

In this edition of our quarterly newsletter, Points of Interest, we discuss the performance of financial markets over the first quarter of 2019, which saw significant gains in both the Australian and overseas stock markets. We review the primary reasons for this improvement over the December quarter, including the unexpected decision by the US Fed to provide additional monetary assistance to the US economy.