Latest Commentary

Thursday, 30 May 2019

Time to sell in May and go away


My approach to the sort of market situations we’re currently experiencing is to rotate the portfolio a little to where there are greater total returns over the next 12 months.

Monday, 27 May 2019

Saturday, 25 May 2019

Thursday, 23 May 2019

Monday, 20 May 2019

Saturday, 18 May 2019

Living with Donald can be trying!


As one headwind changes with the arrival of election day, I’m hoping that if we do see a PM Bill Shorten tonight that his acceptance speech will be as well-received as Donald Trump’s was in November 2016, w..

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