Archive

    I had a really interesting discussion with a client this week who is recently retired. They’d been looking at their investments over the last few months enjoying the upward movement but noticed a bit of a downturn recently and felt a lot less comfortable about it.   As we discussed, there is a […]

  We had an interesting discussion this week about the difference between luck and skill, and how this applies to investment management. What we want to ensure is that when paying investment managers, we are only paying them for what they can deliver. With great returns across most growth assets over the last 12 months, […]

  Spring has sprung, and with it the prospect of sunshine, warm days, and balmy nights (just not this weekend apparently!). What we’ve also seen this week though are new ideas and approaches in the investment markets that align with the sustainability portfolio we have developed. These are very big positives, and we talk more […]

  Would you prefer to be right, and lose, or wrong and win? This week I was told the same story by two completely different people about how they’d correctly predicted the fall out from Covid last year, but had still lost money. How, you might ask? It comes down to Donald Rumsfeld’s ‘Unknown unknowns’. […]

  Why do we prioritise some risks over others, or perceive something as being riskier than an alternate? It’s something that’s really prevalent at the moment in the government’s approaches to managing Covid, but we also do this ourselves every day, often without really thinking about it. This is really important to us as investors, […]

  Hands up everyone who’s sick of talking about Covid, vaccinations, and lockdowns? I thought so. From now on (as far as possible) these updates will be Covid free zones. This week we look at how the Sustainability Portfolios we’ve developed have been traveling, and the difference the investment decisions are making in terms of […]

  One of the things some people find really difficult is not the financial side of retirement planning, it’s planning their life. Work can become central to our lives, and it meets many needs beyond just financial – social, purpose, achievement, and recognition, the list goes on. . But when it comes to planning life after work, some can become […]

    To the surprise of no one, the lockdown in Sydney has been extended this week. Thankfully though the Olympics have kicked off and provided a welcome distraction. I love the stories that come out of the Olympics, particularly the background stories of the competitors who have been unknown to virtually all of us. […]

I went to see Hamilton recently and it was a fantastic show – I highly recommend it. One of the things that struck me most was a scene talking about the central character, and how he could never be satisfied. He was a flawed hero, but ultimately the source of his decline (in the show […]

  I don’t know about you, but this round of lockdowns seems to be rougher than the first. I think a big part of the problem is that we have had expectations change significantly since the first cases were identified. What started out as a small issue in the Eastern Suburbs that they were hoping […]