Investment management

July 15, 2020: Live from the desk of our CIO, Piers Bolger

July 15, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

The June 2020 financial year has just finished up, and we thought it would be worthwhile to look back at the performance of financial markets…

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June 22, 2020: Live from the desk of our CIO, Piers Bolger

June 22, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

I’ve been asked quite a number of questions over the last couple of months as to whether or not we’ve been repositioning our global equity…

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June 15, 2020: Live from the desk of our CIO, Piers Bolger

June 15, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

Financial markets have continued to move higher over the last couple of weeks and we wanted to share our thoughts on why we’re starting to…

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Resource Kit – Resetting your retirement after COVID-19

Resource Kit – Resetting your retirement after COVID-19 150 150 ndavies

Were you planning your retirement before the coronavirus pandemic? If so, you may have found yourself in a different financial position in a very short…

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June 3, 2020: Live from the desk of our CIO, Piers Bolger

June 3, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

Here we are through the end of May and once again equity markets had another good, solid month in terms of performance. Our local market…

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May 19, 2020: Live from the desk of our CIO, Piers Bolger

May 19, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Rakhee Ghelani

On the back of some quite disappointing economic data through the months of March and April – whether it be unemployment, retail sales, industrial production…

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May 8, 2020: Live from the desk of our CIO, Piers Bolger

May 8, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Rakhee Ghelani

We thought it be worthwhile just touching on the performance of the Australian equity market over the last five to six week period. Since touching…

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May 4, 2020: Live from the desk of our CIO, Piers Bolger

May 4, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

Well here we are at the end of April and pleasingly it was a good recovery for equity markets, both domestic and global, during the…

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What are your investment fees for?

What are your investment fees for? 150 150 Dominic Mlcek

One of the most common questions we get asked is what are our fees. But investors need to look beyond those fees and look at…

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April 24, 2020: Live from the desk of our CIO, Piers Bolger

April 24, 2020: Live from the desk of our CIO, Piers Bolger 150 150 Piers Bolger

We’ve been getting a number of queries from clients and advisors regarding how we’ve been managing our asset allocation through this difficult period and more…

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