Tim Farrelly interview

Written by James Weir

James specialises in the theory and best practice of portfolio construction and management. His success within national and international investment banks led him to become a Co-Founder of Steward Wealth and he is a regular columnist for the Australian Financial Review.



Financial Planning | Industry News | Markets and Economy



October 21, 2019

Tim discusses why he’s still overweight growth assets and whether that’s because of growing earnings or just changing valuations, the low interest rate environment and the significance of negative bond yields.

Extended version (32 mins)

This information is of a general nature only and nothing on this site should be taken as personal financial or investment advice, or a recommendation to buy or sell a particular product. You should also obtain a copy of and consider the Product Disclosure Statement before making any decision on a financial product. You should seek advice from Steward Wealth who can consider if the general advice is right for you.

← Prev: The WeWork debacle shows private equity is not a one way street Next: It’s time to reassess your love affair with the big banks →

Subscribe to our newsletter

All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.

James Weir explores the risks of letting politics influence investment decisions. He reviews historical data showing that, despite election noise and geopolitical events, markets often perform well in the long run. Could staying focused on a long-term strategy or reacting to political shift be the way to go for strong returns this time?

Are small cap companies still a bargain?

Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.

A plain English explainer of what happened last week in global financial markets