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..

Thursday, 16 May 2019

Postcard from the Big Apple


Charlie has been on the ground in New York trying to understand what’s driving this market volatility and whether it provides another buying opportunity in leading US equities or if it’s something more seri..

Monday, 13 May 2019

Saturday, 11 May 2019

It’s a trade war but the Dow ended up!


The trade war has begun! Tariffs have been enacted, meaning that the 10% slugs on Chinese exports to the USA will now be pushed up to 25% but goods already on their way to the USA will be given an exemption.

Thursday, 09 May 2019

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