Pandemic Legacy: How Have Investors Been Affected

How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process

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October 2022 Market Report

The long-awaited National People’s Congress of China ended with President Xi securing an unprecedented third term. Market watchers were looking for signs of a turn from the Covid-zero policy, only

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Is The 60-40 Strategy Dead and Buried?

The 60-40 portfolio strategy is a touchstone for the industry, and shorthand for the tried and trusted method of protecting capital from wild market swings. There are endless variations on

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Navigating Emotional Real Estate Decisions

Our House, the gentle Crosby, Stills, Nash, and Young classic – written, incidentally, by Graham Nash – strikes an emotional beat familiar to many homeowners or wannabe homeowners. The song

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September 2022 Market Report

The war in Ukraine escalated with a counteroffensive, which saw Ukraine regain large chunks of previously lost territory. Russia reacted by annexing parts of Ukraine, while the Nord Stream pipeline,

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Keep Calm and Plan for Volatility

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a

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August 2022 Market Report

Inflation decelerated and the housing market started to soften in July. This led to a short rally which ended at the end of August, when the Federal Reserve dashed hopes

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Dangers of Information Overload

Decades into the information age, have we hit peak screens? Everywhere you look, people are offering advice. Investing “tips”, stock “insights”, and promises of “financial security” abound across social media

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Beyond Coldplay: How Emerging Markets Enhance Your Investment Palette

There’s a reason the likes of Coldplay and U2 sell millions of albums – people know what they’re getting. Whether it’s The Edge’s chiming guitar or Chris Martin’s lovelorn warbling,

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Inflation … What Does It Mean?

Filling up your gas tank in recent months is like seeing the bill for your toddler’s birthday party – “how much?” For a smooth family life, however, both must be

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June 2022 Market Report

Markets tumbled this month, initially triggered by elevated inflation above expectations. U.S. CPI increased by 8.6 per cent, above the expected 8.3 per cent. Although the difference was only marginally

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Six Investment Myths Busted

Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with

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Wealth Transfer: Preparing the Next Generation

Intergenerational wealth, on our TV screens at least, conjures images of Succession’s Logan Roy dismissing one of his weasel kids with a sneer and expletive. Roy, the fearsome patriarch, who

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Volatility and Staying Invested

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie,

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May 2022 Market Report

The Federal Reserve raised their policy rate as expected this month by 50-bps. The central bank has taken a hawkish turn in fighting the hottest inflation in 40 years, signaling

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An Alternative View

For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the

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