Archive

  What are the $30,000 questions? We hear a lot about the value of big data. Everything we do and say somehow seems to be tracked by the web giants and used to ‘improve’ their offerings too us – essentially meaning their algorithms analyse are responses and use this to tailor the information and the […]

  Over the past 12 months we’ve been doing a lot of research to develop a new portfolio. This was given greater impetus after the summer bushfire season which had such a significant impact on all of us, and highlighted the risks to us all (even those of us in the cities) of the changing […]

  We had an interesting discussion with a client this week. They were concerned about one of their adult children who’s about to start a family, but they don’t have any spare cashflow because of their big mortgage. Our client was concerned that if anything goes wrong, they aren’t adequately protected, but their kids don’t […]

  So, the statisticians this week gave us formal confirmation that we are in a recession, but the share-market went up. We’ve had a number of questions about this, so in today’s newsletter,we talk about what this announcement means and why investors don’t appear to be worried.Lastly, I’d like to wish all the dad’s a […]

  Spring is sprung (almost), and with a change in the air, there’s a change in the country as well.   There are questions being raised about the unequal treatment of people and businesses from the emergency rules that have been enacted, and we’re now seeing pushback against them in an attempt to resolve this. […]

  Well, it’s been a bit of an up and down week.   We’ve seen Covid cases dropping around Australia, but state premiers declaring borders will remain shut for some time yet. Some strong corporate profit results have been offset by other weaker ones, and China continues to make life difficult for our export industries […]

I’ve spent the past week pondering a friend’s comment to me that capitalism as we know it is dead. This was not something that I’d expect to come from the mouth of someone who has spent his career working in the centre of corporate finance, but he’s highly educated and a deep thinker, so I […]

  This Sunday was supposed to be the 50th running of the City2Surf, but unfortunately Covid has put paid to that like so many other things we had thought certain. While in the grand scheme of things a run is not that important, it is one of the highlights of the year for many – […]