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Category: Investor Updates

Investor Update for April 2024

May 22, 2024 Magnificent utilities The next leg of AI may broaden peak market concentration As we’ve written about before, global equity markets today are at their most concentrated for
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Investor Update for March 2024

May 8, 2024 Hedging the 7 Prevailing tailwinds As we mentioned in our previous monthly, historically, an equal-weighted S&P 500 Index exposure has provided a material tailwind to equity returns
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Investor Update for February 2024

When Mag-7 fades
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Investor Update for January 2024

February 20, 2024 The other Taylor bump While some parts of Australia are benefiting from the Taylor Swift economic bump this week, investors may find it worthwhile listening to a
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Investor Update for December 2024

Cracks in the crystal ball
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Investor Update for November 2023

Volatility crush: Complacency or simply Confidence?
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Investor Update for October 2023

Without trucks Australia stops…
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Investor Update for September 2023

Seatbelts for a 1987 crash?
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Investor Update for August 2023

Time to lose weight?
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Investor Update for July 2023

Good time to buy umbrellas
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