We have maintained a positive view regarding Japanese equities for the past year and we express that view with an asset allocation in favour of Japan in excess of 50% in our Asian regional portfolio, whereas many of our competitors...

The biggest drivers of GDP growth in Australia are "houses and holes", i.e. residential construction and resource exports. Residential construction is driven by factors internal to the Australian economy, whereas resource exports depend on...

The financial world was shaken by three seismic tremors during September 2019, but most people only noticed one of them, that being the drone attack on Saudi Arabia's oil processing plant. The other two, discussed in detail in this...

Gyrostat has for 34 consecutive quarters operated within a 'hard' defined risk parameter (no more than 3% capital at risk with our maximum draw-down 2.2% in any circumstances) always in place, delivered regular income at a minimum BBSW90 +...

Damen Purcell, National Manager Distribution at Insync Fund Managers, gives a brief overview of what Insync looks for when choosing companies to invest in.

As uranium bulls, we are getting excited for the last few months of 2019 - which could see the uranium price appreciate materially. We are expecting the spot price of uranium to close the year somewhere between $30 and $35 (current spot...

The Australian Government Treasury (Treasury) discussion papers on retirement income highlight the increasing focus on a more comprehensive risk assessment of retirement income products. The risk assessment considers the amount...

Falling interest rates are highlighting the limited range of investments that deliver a regular and stable income stream with capital security. Article contents: 1. A framework for desired product features -...

Many clients, particularly retirees, are worried about the consequences of another significant market correction. The consensus view is that markets are now 'late cycle'. Most major corrections occur within 8 years, we are now at year 12,...

Michael Frazis, Founder of Frazis Capital Partners and Portfolio Manager of the Frazis Fund, provides an update on the Fund's performance in August, as well as his analysis of some of the Fund's holdings.