The Wide Lens

I remember coming home after work to a house of chaos. Lego all over the floor, washing still sitting in the basket, dishes piled up in...

Over the last 50 years, the average months between peak interest rates in Australia and rate cuts is about 10 months. The shortest...

My wife and I stood at the foot of the mountain, faced with several paths to choose from. It wasn’t the pathway that mattered, but the...

There is an old stock market adage that states that every year one should “sell in May and go away”, not reinvesting in equities until...

I've been writing lately about the volatility in financial markets. In this week's release of our Financial Markets Handbook, the...

Just like Melbourne weather, the stock and financial markets can and do change really quickly. Last week I talked about investor...

Most of us are terrible market forecasters. Even more of us won't admit it. Ego is a massive thing in life - let alone in the financial...

We've been hearing about it for a while now. By 2024, the commercial real estate market was supposed to crash and bring down the entire...

I’m on a plane right now as I write this note. It’s Easter Sunday as we fly across the country to Western Australia. It’s the first week...

Happy 50th - trading days that is. Last week we clicked over 50 trading days for the year. And the stock market is up +8.3% year to date....

My son scored his first goal at his futsal training game over the weekend. And boy was he happy! He's been playing soccer for about 9...

I watched the BlackBerry movie over the weekend. If you haven't seen it, I highly recommend it - a fascinating film that explores the...

Markets are at all-time highs (ATHs). The economy is in good shape. Investor portfolios are ticking along nicely. The most common...

As most of you would know, I have two boys, aged 9 and 7. They change their minds often - they want Mexican for dinner one minute, Indian...

This is my first piece for 2024. I spent the summer with my wife and two boys - food, beaches, nature, adventure, and I managed to get...

At the end of the June 2023 quarter I wrote, "What a difference three months makes?...From cracks and fragile markets to new stock bull...

It's Sunday night as I write my final piece for 2023. And if I'm being honest with you, it's a bit of a relief. Man, what a year it has...

It doesn't matter what time of the year it is, whether the market is going up or going down, long-term investors have an edge. An edge...

Welcome to summer. Welcome to December. And just like that, the bulls are on the move and the bears are back in hibernation. November...

There's a lot I've been thinking about lately. You'd think that as we approach the end of the year, the noise in financial markets would...