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...
by James Weir | Apr 2, 2026 | Opinion Pieces
When US Hall of Fame financial adviser Ric Edelman calls the traditional retirement portfolio of 60 per cent shares and 40 per cent bonds “downright crazy”, people tend to listen. His argument is simple: the formula was developed when retirees were expected to live...
by James Weir | Feb 16, 2026 | Market Updates / Reviews
If you’d stumbled across a crystal ball six months ago that told you Microsoft would fall 27 per cent, Nvidia by 17 per cent, Amazon by 22 per cent and the software technology index by 32 per cent, you probably would have sworn the whole US share market, if not the...
