Robert Swift takes a look at what happened in February in markets and touches on some of the adjustments made within his portfolio. This is an excerpt from Robert's Global High Conviction report for February 2021. We are at a very interesting juncture in capital...
Investment Philosophy
2 Things To Keep an Eye On and Their Implications for Investors
Last week Sid Ruttala provided us with a list of things not to worry about, this week he goes the other way and takes a look at a couple of things to keep a eye on given the current market environment. Last week we briefly spoke about central bank policy and the...
Investors: Inflation, Rising Rates and Other Things Not to Worry About
Here we are, February of 2021 and it has been an interesting start to the year. For those of you that have read previous articles, you know I have been one of those outliers that has been predicting inflation and the tremendous risks posed by the bond market for a...
Walking the Tightrope: What The Biden Administration Might Mean for Australia
What an eventful year 2020 was! But with a change in administration Stateside we thought we should take a moment to dig out the crystal ball and try to grapple with what this means for us in the year to come and the markets in general. As with all predictions, please...
Top 5 Predictions for 2019 (that we never made…) | How’d they work out?
To wind up the year we decided to take a tongue-in-cheek look at the year that was. There were a number of predictions being widely thrown around by those in the industry to start the year, unfortunately many of them turned out to be unfounded. So, let's dive into...
Adjusting to a Shifting World Order
Recent weeks have highlighted the rather uncomfortable and somewhat frosty relationship between our nation and our largest trading partner. Hence we thought it might be pertinent to revisit the topic, something we first elaborated upon in the infancy of the Trump...
The Logical Next Step To Prolonging The Resources Boom?
This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment. First let me start with a disclaimer, since I am particularly passionate about this topic it might...
10 Principles to Invest By
We have always said that it is important to take time and revisit the basics every now and then. Living and breathing the markets day in, day out can let us lose sight of these basics, not seeing the forest for the trees if you will. It is often the simplest things...
2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook
Robert Swift takes a brief look at the year that was 2019 and casts his eye toward 2020. What should we expect to see and where might we find risk appropriate returns? Equity returns were strong in 2019 with major markets rising between 25 - 30% in US$ terms....
Market Musings: Does the Bond market make sense? Or is there something else at work…
Heading into the end of the financial year, one of the more interesting phenomena for us has been the upward correlations in both bonds and equities. Bond markets have been predicting a downturn in economic conditions while equities, especially given the performance...
Who wins in an age of electricity powered vehicles?
Robert Swift takes a look at the electric vehicle phenomenon and takes a look at how his TAMIM individually managed account strategy is looking to take advantage of this increasingly potent thematic. Our one source of energy The ultimate discovery Electric blue for me...
Looking inside the Australian GDP number and what the implications are for your share portfolio
This week Guy Carson takes a look at the Australian GDP figure and digs in to how it impacts the everyday share portfolio. Last week the Australian Bureau of Statistics (ABS) released the GDP data for the September quarter. The headline result saw an economy that grew...