Insights 26 Sep 2018
September Market Overview
In her September monthly review, Julia shares her insights on how to detect if the current bull market is coming to an end.
Insights 20 Sep 2018
Why would anyone pay a premium to buy a bond?
How much should you pay for a premium bond?
Insights 30 Aug 2018
August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
Insights 28 Aug 2018
Portfolio Building - a risky but rewarding business?
Building a well balanced portfolio may seem daunting. Nick Groves from Money Management interviews investment professionals including our Equities Strategist Julia Lee on how to get your asset allocation mix right before delving into "what's under the bonnet".
Insights 26 Jul 2018
July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
Insights 20 Jul 2018
Artificial Intelligence leads the way
Artificial intelligence (AI) is already changing the world. The market is growing so rapidly that revenue is forecast to reach a compound annual growth rate of 57% by 2025.
Insights 9 Jul 2018
Five things to consider before starting an SMSF this financial year
If you are keen to set up your SMSF this new financial year, here are a few tips to get you started.
Insights 25 Jun 2018
June Market Overview: another year of positive gains
Julia shares her insights on how the Australian sharemarket performed this financial year and which stocks gained more than 200%.
Insights 21 Jun 2018
Hidden ‘gems’ in the global small and mid-cap market
Global small and mid-cap (SMID) companies are typically situated in the “sweet spot” of the equities universe in that they may offer higher growth rates than large caps.
Insights 20 Jun 2018
Time to take stock of your portfolio
A new financial year is often a good time to take a step back and take stock of your portfolio to ensure it’s still working for your objectives.
Insights 28 May 2018
May Market Overview
Julia shares her insights on where to invest in the second half of the year and which regions of the world are expected to outperform.