Reading time: 4 minutes
Globally, evidence has long suggested that so-called ‘quality’ companies i.e. those able to maintain a consistently high return on equity, without undue leverage, tend to be able to produce good shareholder returns over time.
Indeed, none other than the famed investor Warren Buffett has identified these as key metrics he considers when picking stocks.

Read more

Reading time: 3 minutes
Financial theory suggests that rising interest rates hurt stock valuations due to a rise in the equity risk premium, and therefore an increase in the discount rate used to assess future cash flows.
With the U.S. Federal Reserve indicating a period of rising rates to assist in curbing inflation,

Read more

Reading time: 3 minutes
Billed as a critical event for climate change action, the twenty-sixth Conference of the Parties (COP26) concluded to mixed reviews from experts. Although many felt the conference fell short of achieving the bold commitments required to limit global warming to 1.5°, others agree that if governments,

Read more

Reading time: 3 minutes
Investing has a lot in common with maintaining a healthy diet and exercise routine.
A few common sense tips apply to both: diversify, be consistent, look out for fads, avoid extreme measures, keep emotions in check and think long term.
There’s also a staggering variety of strategies and decisions: Take the lift or the stairs?

Read more

Reading time: 7 minutes
Whilst interest rates are at record lows and are likely to remain there for several years based on Reserve Bank governor Phillip Lowe’s commentary¹, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?

Read more

Reading time: 2 minutes
Asset allocation can help diversify your portfolio and assists to make it more resilient to changing market conditions.
Our recent webinar with Director of Adviser Business, Blair Modica, went back to basics to explain how ETFs work, and how they may be used to diversify your portfolio.

Read more

Reading time: 3 minutes
Thanks to their ability to provide exposure to a range of asset classes, it has long been possible to build a low-cost diversified portfolio using only a handful of exchange traded funds (ETFs).  But the innovation does not end there: it’s now possible to get a diversified portfolio –

Read more