Archive

  Well, we’re finally in December and the start of summer (although the weather doesn’t seem to know that). With Christmas just around the corner and lots of overdue catch-ups with family and friends for all of us, this will be the final newsletter of 2021. You can see it here. I want to thank […]

  When we first started building a sustainability portfolio we were doing so because of our desire to mitigate risk. I’ve been in a number of meetings this week with fund managers in our portfolio who shared some of their recent experiences that demonstrate how this is becoming more central but is also proving to […]

  This week I’m talking about me, and I’m going to reveal something I’ve tried to hide for the whole of my professional career. I’m sharing this because I see many others suffering the same issue, and I hope that this might make a difference. Enjoy the weekend. If you have any questions or concerns, please let […]

  This week I wanted to explain the mountain of paperwork you’re receiving in relation to our fees. I promise you, this paperwork is not my idea of a good time, but we have to complete it and have it signed off to comply with new legislation. We understand it can be a bit confusing, […]

  Lots of people I’m talking to at the moment are feeling like the end of the year can’t come quickly enough. It’s been especially difficult this year, but every year throws up challenges that we need to deal with.   If you don’t want to end up feeling the same at this point next […]

  Have you ever felt yourself going mad looking for your keys, only for your partner to come and find them within 30 seconds of looking for you (and always somewhere you’d swear you looked at first)?   You’re obviously not blind, but you still missed them. This week I had two different meetings with […]

  I read an article this week suggesting up to 40% of the global workforce is planning on changing jobs over the next 12-18 months. While it’s a big number, it doesn’t really surprise me. We’re having conversations every week with people who are re-evaluating their life and what’s important in it as a result […]

  As we come to the end of lockdown here in NSW (hopefully that’s the last time I need to say that!) I wanted to share with you some of the things we’ve been working on over the past few months. We’re making some changes to improve the way we provide advice to you. We’ll […]

  I was asked this week about where the investment markets are headed. While I responded in my usual fashion by confirming that my crystal ball smashed years ago, I had a simple explanation for where things are likely to head in the long term. You can listen to it here.    

  With the recent turn in investment markets, we’ve been asked by a few clients what’s impacting sharemarkets and where are they going from here. Here’s our view: Enjoy the weekend.