Latest Commentary

Saturday, 29 December 2018

Saturday, 22 December 2018

Monday, 17 December 2018

Do you keep the faith or cash up?


Bloomberg has hyped up the headlines about recession and “pools of gloom” for stocks but the recent run of economic data has made me less confident about my optimism right now but I’m still looking for re..

Saturday, 15 December 2018

Trump came good this week


Donald Trump came good this week but the growth implications of his trade war have come back to bite him, Wall Street, the local stock market and our portfolios!

Thursday, 13 December 2018

Sweet spot for stocks


Benign inflation, an easing of long-term yields, and GDP growth coming back to sustainable levels should leave equities in a “sweet spot”.

Monday, 10 December 2018

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