The Wide Lens

The time has come for policy to adjust. The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming...

A few weeks ago I wrote about the market decline  and why I thought we had a little more to go. Turns out I was right - not to brag....

Perspective is so important, yet it's not easy. We get so caught up in our own world that it's hard to see the forest for the trees. Last...

The Paris 2024 Summer Olympics kicked off over the weekend, and markets we're in a celebratory mood. The S&P 500 clawed back some of its...

I spent the school holidays in Bali with my family. We travelled through Sanur, Uluwatu, Ubud, and Canggu. We'd never been to Uluwatu...

I started investing just after the dot com bust, right through the commodity boom. I was buying individual stocks and names, mining...

I've been thinking a lot about markets lately, the cross currents, the outlook, the implications, the opportunities. I feel as though the...

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...