- May 6, 2020
Where to from here- Sell in May and go away?
There’s a somewhat worn out saying in finance that one ought to sell in May and go away. May is the month that’s historically delivered...
- Apr 13, 2020
Sequence Risk revisited – what it means to you
As retirement portfolios universally suffer as markets decline, now is perhaps a good time to revisit sequencing risk and what it means...
- Feb 7, 2020
How the Coronavirus has impacted your portfolio
The Wuhan novel coronavirus continues to spread at an increasing rate, with around 4000 new cases confirmed each day, a death count of...
- Feb 6, 2020
Will equity markets go up again in 2020?
“Past performance is no indication of future performance” – sure, we all know this but do past returns tell us anything? We at Sovereign...
- Jan 14, 2020
“It was the best of times, it was the worst of times…” A personal perspective on the emotional news-
Weren’t summers in Australia supposed to be quiet, lazy and carefree? That was then, but this is now. As we move into 2020 Australia’s...
- Dec 5, 2019
Quiet Australians can be quietly contrarian.
Most people in our industry agree that the biggest pitfall for investors, experts and lay people alike, is the tendency to extrapolate...
- Oct 20, 2019
Respect for the unknown unknowns – a report from our boardroom lunch client briefing
In February 2002, Donald Rumsfeld, then US Secretary of State for Defence, said at a Defence Department briefing: ‘There are known...
- Aug 23, 2019
Should I invest in a Listed Investment Trust?
There has been a great deal of press recently about placement fees being paid to brokers for distributing listed investment trusts. The...
- Aug 22, 2019
Listed Investment Trusts – Where’s the conflict?
I was recently asked by a client about several articles in the press on Listed Investment Companies (LIC’s) and Listed Investment Trusts...
- Aug 21, 2019
The gold rush of 2019
In the last year the price of gold is up by 17%. It’s broken out of its trading range of the last few years and cruised through the...
