Category Archives: News & Events

CIO Investment Update

The reporting season has recently concluded in both Australia and the United Sates with the majority of the companies in our preferred portfolio providing results to the market, we thought it presented a good opportunity to provide an overview of the recent results and economic update. Our Chief Investment Officer Brendan Waller runs through some […]

2021 Budget Update

The Liberal Party has delivered a Budget that we would expect from the Labor Party. Big spending on social policies such as Aged Care, NDIS and Mental Health. Josh has claimed Australia’s Covid relative success as his own and the Budget has come in much better than forecasts. They have made their forecasts again, but they […]

Great Expectations

There are so many factors that influence the economy and investment markets, but the most important factor is how much cash an investment generates.  For companies this is profit, while property provides rent (net of costs). If we think income will grow faster in the future, we pay more for the asset now. If we […]

Bill Gates and Warren Buffett’s Favorite Business Book

Bill Gates recently revealed his favourite business book is “Business Adventures”, a 1969 collection of essays written by journalist John Brooks which covers major turning points at some of the world’s biggest companies, from Xerox to General Electric.   Bill Gates told The Wall Street Journal that he asked Warren Buffett back in 1991 what […]

Iron ore miners’ war of attrition

The following article is a good simple explanation of the dynamics at play in the Iron Ore market. As part of Intralinks quality screening, we have removed all miners from our preferred investments other than low cost BHP and RIO. This is because they are low cost producers and this provides them with a very […]

A Planning Process Trumps a Financial Plan

Let’s talk for a moment about the difference between a financial plan and the process of financial planning. The construction of your detailed personal financial plan provides the framework to help you to start achieving your goals. It is the result of a series of answers to questions you have been asked and it makes […]

Super Contribution Caps Increase Update

Welcome news is that standard concessional and non concessional contributions caps will increase next financial year. Important changes to commence from 1 July 2014 include:  –  The concessional cap will increase to $30,000 ($35,000 for those aged 49 or more on 30 June 2014). –   The non-concessional contributions cap will increase to $180,000 (annually) and […]

US Federal Reserve – FOMC Statement dated 29 January 2014

Summary of FOMC Statement The Federal Open Market Committee (FOMC) confirmed this morning that based on information received since December, growth in economic activity picked up in recent quarters. Labour market indicators showed further improvement. Fiscal policy is restraining economic growth, although the extent of restraint is diminishing. Inflation has been running below the Committee’s […]

Big Data – A new wave of innovation, competition and productivity

Every day we create 2.5 quintillion bytes of data – so much, that 90% of the data in the world today has been created in the last two years alone. This data comes from everywhere: from sensors used to gather climate information, posts to social media sites, digital pictures and videos posted online, transaction records […]

Central Bank Policy and Investing

Rise in the Influence of Central Banks Since the global financial crisis began, we have witnessed an unprecedented rise in the influence of the world’s major central banks. The explicit goal of their intervention has been to lower borrowing costs and push asset prices higher to create a “wealth effect” that causes asset holders to […]