November 2019 Newsletter

November 2019 Newsletter

The monthly performance of our 5 portfolios ranged from a gain of 0.12% to a loss of 0.41% for the month of October. This result was in keeping with the performance of global equity markets which remained generally flat for the month. The macro background was...
Robo-Advice Explained

Robo-Advice Explained

What is Robo-Advice? Robo-advice is currently the fastest growing area of the wealth management industry. So what is it exactly? In short robo-advice uses a state of the art digital platform to both build and administer your investment portfolio. The service is fully...
August 2019 Newsletter

August 2019 Newsletter

Market Update 15th August 2019 Volatility continued overnight in financial markets, with the Dow Jones Industrial Average falling by 800 points or 3.01% and a bond yield inversion, which saw the two year Treasury rate yield trade above the 10 year rate. Australian...