We are in unprecedented times where Central Banks globally are artificially inflating asset bubbles to stop significant debt levels from impacting markets and working at keeping the whole system afloat. Given zero interest rates and very low inflation, the US Federal Reserve will continue its asset ... Read more

Firstly, and most importantly, we hope you are all keeping safe and well during these trying times in our lives. Let’s hope 2020 turns out to be a low-point when we look forward in time. Equity markets have remained resilient despite Covid-19 still increasing and a second wave looks more and more ... Read more

The virus is raising its ugly head again in China and continuing to spread its claws around the world. China, pressured now not only in the South China Seas but also at its borders with India, is becoming increasingly hostile with its neighbours as well as trading partners, asserting both its ... Read more

Just to provide a quick virus update (but please remember that these numbers change daily). Current global cases of COVID-19 stands at 5.56M with an additional 64,000 cases overnight. This latest increase makes it the 57th occasion over the past 58 days where the numbers have increased in excess ... Read more

Markets have rebounded over the past couple of days both Globally and here in Australia. This was partially due to the US$2 Trillion stimulus package approved by the US Senate as well as investor sentiment on increased stimulus measures around the world. Is this a Dead Cat bounce?  Our view, as ... Read more

Markets have seen one of the fastest and sharpest fall in equity markets in history! From the highs to lows seen so far the falls are extreme .. the Dow is off by -21% , the S&P is down -20%,  NASDAQ -20% & ASX 200  -23%. Coronavirus was the ‘Black Swan’ event which had further fuel ... Read more

Markets were reliving the classic horror movie, ‘Friday the 13th’ earlier today. Last night was the biggest daily drop of U.S shares since 1987! I had spoken to all of you last week and many of you this week as well. We had structured our portfolios towards more of a defensive tilt in the past 6 ... Read more

Markets have had a substantial correction today on the back of the coronavirus spreading to other nations coupled with the breakdown in talks between the Saudis and Russian to curb oil production. This has caused oil to drop by about 10% as Saudi Arabia ramps up production in retaliation to ... Read more