by James Weir | Aug 3, 2026 | Market Updates / Reviews
One of the first rules of putting together a portfolio is that you don’t put a whole lot of your apples into the one basket. Concentration creates risk. So, it can be unsettling to look at just how big technology companies have become in global share markets. The IT...
by James Weir | Jul 8, 2026 | Market Updates / Reviews
The global bull market carried on in the June quarter as the global tsunami of AI capex rolled on, and despite the grim prognostications that the closure of the Strait of Hormuz would wreak economic havoc. Diversification paid off in FY2026 Once again, global share...
by James Weir | Apr 28, 2026 | Market Updates / Reviews
As soon as Iran blocked the Strait of Hormuz we started hearing about how disastrous it was going to be not just for our economy, but for the whole world. Around 20% of the world’s oil and LNG was stopped dead in its tracks, so higher energy costs would find their way...
