Posts Tagged ‘investment philosophy’

It’s that time again. With the end of the year looming and a new one about to begin, the crystal balls are getting a workout as media and market prognosticators publish their considered forecasts for 2009.

These “year-enders” are usually cooked up by editors ahead of time to fill gaps in the news schedule over the holiday season. Usually what happens is that a harried journalist, up against deadline, calls all the “usual suspects” to coax a quote out of them about next year’s outlook. (more…)

Given the recent falls in the Australian sharemarket - particularly banking stocks - we thought it would be interesting to review the top 10 holdings of the Australian large companies and value companies in your portfolio. As at 30 June 2008, the holdings in your Australian large company and value company portfolios were: (more…)

Given the recent market volatility, we thought we would take the opportunity to remind clients what we do behind the scenes in managing their investment portfolios, and ensuring that each portfolio remains suitable during market periods such as these. (more…)

Anyone who watches the financial report on the nightly news will be aware of media discussion about this being a new ‘bear’ market. (more…)