Due to the Investment Futures Framework, our portfolios were not caught completely unawares by the coronavirus outbreak and that may provide some reassurance for our clients. We use this Investment Futures Framework to drive our investment process for clients. We share the Scenario insights and … [Read more...]

In the March 2020 edition of the Market Update: The impact of coronavirus is likely to weigh heavily on the US and other China-exposed economies The Australian government is preparing to release a targeted fiscal stimulus response to support economic growth and avoid a recession Rate cuts … [Read more...]

In this update, Bob Cunneen, Porfolio Specialist, reviews events in markets during February. He discusses: Caused by Coronavirus, we have seen very sharp negative returns for global share markets The S&P index fell 11% and the ASX 200 fell nearly 10% in the final week of February … [Read more...]

In the February 2020 edition of the Market Update: Markets enjoyed a reprieve from the US-China trade war, although the issue is expected to remain live as we near the US presidential election in November. Geopolitical tensions gave way to the outbreak of the coronavirus, resulting in travel … [Read more...]

In the January 2020 edition of the Market Update: Both the US and China are optimistic that a ‘phase one’ trade deal will be reached, but subsequent negotiations will likely prove more difficult. The devastation from the Australian bushfires will have a significant impact on economic growth … [Read more...]