OUR LATEST NEWS AND INSIGHTS

From quarterly outlooks and market insights to opinion and education pieces, gain a glimpse below into the innovative thinking and thoughtful guidance that shapes our approach.

IS IT TIME TO REBALANCE YOUR PORTFOLIO?

With the US facing economic headwinds and global markets moving, investors are questioning whether it’s time to rebalance. In this article, James Weir explores strategic vs tactical asset allocation and what the latest trends could mean for your portfolio.

For goodness’ sake, get a will

Robert Holmes a Court, the legendary Australian businessman, had something in common with Prince, the legendary American musician: they both died without a will. And it caused no end of headaches for their families.Nobody likes contemplating their own mortality, so...

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AN (TR)U(M)PDATE

After a post-election rally, US markets have reversed course, with the so-called Trump Bump turning into the Trump Dump. From tariffs and economic uncertainty to slowing growth, investors are facing a rapidly changing landscape. Meanwhile, European markets are surging. What’s driving these shifts, and what should investors consider?

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Don’t let politics get in the way of a good return

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?

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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.

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