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...
by James Weir | Jan 18, 2026 | Market Updates / Reviews
2025 – The scorecard 2025 saw another year of strong returns across financial markets, but it was more remarkable for how different it was to the last few years. Over the previous 10 years, if you weren’t invested in US shares, and more specifically US tech, you felt...
by James Weir | Nov 20, 2025 | Market Updates / Reviews
Is the AI trade a bubble? It’s the question dominating headlines right now. At our recent Investment Committee meeting we put the issue under the microscope, trying to separate narrative from numbers: on one side sit eye-watering capex plans, concentration risk and...
by James Weir | Oct 29, 2025 | Education Series
There’s a conversation every parent can have with their kids that could be worth literally million of dollars to them. My own kids won’t listen to me about finances and money, but for some reason their friends do. I had a good chat to my son’s best mate recently, and...
