Month: March 2020

Some lessons on why you should stay the course.

The attached is well worth reading in our view. It is good article by Morningstar looking at what investors do when looking at short term negative events, assuming it will last for years to come and them trying to trade around this. https://arc2.morningstar.com.au/Document/Preview/97036?oauth_accesstoken=&externalClientId=367&source=email-mn&type=article

Market Update – can we look longer term vs just the now?

Some comments from myself and what I am seeing, reading and in talking to others and jumbled in with commentary from funds managers we are talking to at present; Volatility is at extreme levels, in many places more so than in 2008. This is as much a function of impaired liquidity as anything else. I …

Market Update – Coronavirus and Oil

Given the large and sudden deterioration in share markets globally in the last week, I wanted to put some perspective on things. The very sharp falls in the last 2 days are a result of the continued march of Covid_19 and Russia and the OPEC producing oil nations not being able to agree to curb …

Corona Virus and investment implications

The current volatility around world markets has been well published and I am sure we have all felt moments of uneasiness during this time.  Cashing up your investments may seem like the logical solution, however before making that decision we felt it would be good to show you what happened in past pandemics on world …