by James Weir | Mar 11, 2025 | Market Updates / Reviews
At first, financial markets celebrated the election of Donald Trump as US president. But now it’s gone the other way, so what started as the Trump Bump has turned into the Trump Dump. So, what’s going on and what should you do? Donald Trump was elected to office in...
by James Weir | Jan 21, 2025 | Market Updates / Reviews
2024 – THE SCORECARD Financial markets have a way of taking people by surprise, and 2024 was no different. After delivering above average returns in 2023, forecasters were expecting a reversion to mean, instead, it was another banner year, with rampaging mega cap tech...
by James Weir | Dec 4, 2024 | Education Series
A young couple asked us recently for advice on whether they should invest their $400,000 of savings into an investment property or a share portfolio. Like the old days of Holden versus Ford, that’s precisely the question that can divide your typical Australian...
by James Weir | Oct 16, 2024 | Opinion Pieces
On the eve of the 2016 US election, Donald Trump was given next to no chance of winning the presidency, which was exactly how every financial markets commentator and prognosticator wanted it. Markets thrive on predictability, but here was a candidate that shattered...
by James Weir | Aug 21, 2024 | Opinion Pieces
On 11 July, the US CPI data took the share market by storm. It was the fourth successive monthly decline, and at 3 per cent, it was the lowest annual inflation print in a year. The fixed income markets had started 2024 expecting the US Federal Reserve would cut...
