News

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

Taking a bigger picture market view we continue to expect markets to remain focussed on announcements made by Trump in regards to appointments in his administration & actual specifics around policies. As this news flow is released markets will react posit

Global markets continued to sell-off on Friday, with the US market sliding for the 9th consecutive day as investors remain cautious before the US election. Traders have moved into relatively safer assets as opinion polls showed the U.S. presidential race

Market sentiment has become dominated by speculation around the next moves by central banks across the globe, which have generally implemented easing measures that have propped up stock prices and seen bond yields move lower in recent years. As a result,

Wine company Treasury Wine Estates (TWE.AX) jumped 11.5% as profits more than doubled to $179.4 million (compared to $77.6m in the same period last year) as Asian demand continues to drive robust growth for the company. TWE has been one of our strongest h

While equity markets are reaching new heights, bond yield around the world are moving lower. Germany is on the verge of joining Japan and Switzerland in having 10 year bonds which yield less than zero. Given bond yields are at such low levels around the w