News

Global markets were generally higher on Friday as US stocks jumped to another record and crude oil rallied and investors reignited reflation trades while awaiting details of the Trump administration’s plan to cut taxes. Former Goldman Sachs president Gary

The late-year rally fuelled by the U.S. election has pushed stocks to peaks, which has seen some investors express caution that the market could be primed for a spill to start 2017. While we would be hesitant in broadly buying stocks at the current junctu

Global markets sold off overnight, as political risks outweighed corporate earnings strength offshore.    Trump has continued to spark controversy, most recently with his orders around banning immigration from certain countries. A busy start to the Presid

Tourism Holdings (THL.NZ) continued it stellar share price run as it announced a business acquisition in the US which we discuss below – has made a solid +60% return on THL since buying it in April last year. Across both our NZ and Australian portfoli

Recent market moves have reflected the rotation of investors from yield to growth stocks. As we have discussed in our updates, over the last few months the “yield trade” has reversed rapidly. There are signs of a prospect of higher interest rates and less

We thought BHP Billiton (BHP.AX) was oversold earlier this year during market panic & turmoil, and its share price has rallied nearly +80% since we bought it during the rout across mining stocks. While optimism around a Trump/Republican victory is helping

Both the Australian and NZ Model portfolios performed strongly, up +10.2% and +13.6% respectively over the 2016 calendar year. A strong month for equity markets in December saw the Australian market (ASX 200) end the year with a 7% annual gain for 2016. W

The late-year rally fuelled by the U.S. election has pushed stocks to peaks, which has seen some investors express caution that the market could be primed for a spill to start 2017. While we would be hesitant in broadly buying stocks at the current junctu

Equity markets have experienced a strong rally through the Christmas period, led by the US market which is at all-time highs.   Closer to home, the Australian market (ASX 200) is sitting at its high for the year and managed to achieve +7% return for the c