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...
by James Weir | Oct 8, 2025 | Market Updates / Reviews
The September quarter saw global financial markets continue to power on, with 17 share markets around the world hitting all-time highs, led by the barn storming emerging markets. Economic data continues to show recession fears, particularly for the US, are overdone....
by James Weir | Aug 28, 2025 | Market Updates / Reviews
There’s an old saying that share markets climb a wall of worries. In other words, every time the share market is trending upwards, there’s a multitude of arguments as to why it shouldn’t be. Right now is one of those times. As if simultaneous wars in Europe and...
by James Weir | Jul 23, 2025 | Market Updates / Reviews
Ever since Donald Trump started campaigning to win the presidency of the United States, he made it clear that he thinks the US has been getting ripped off by its trading partners, and that tariffs offer the best solution to solve that problem. However, most economists...
