Insights 27 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 22 Jun 2018
What to consider before choosing a managed accounts solution
Managed accounts are gaining popularity, if you’re yet to take the plunge, there are some important considerations before making the final selection.
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 29 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.
Insights 26 Apr 2018
April Market Overview
Julia shares her insights on why the current environment is a sweet spot for equities and which sectors are outperforming.
Insights 28 Mar 2018
9 Champion Stocks
Peter Quinton, Head of Research at Bell Potter, covers 9 stocks that should drive superior earnings growth and shareholder value over the coming years.
Insights 27 Mar 2018
March Market Overview
Julia shares her insights on the negative performance of ASX 200 this month, where to find buying opportunities and which sectors to stay away from.
Insights 26 Mar 2018
Birth of the hybrid investor
As the new age of investing emerges, advisers are forced to embrace ‘disruption’ and move towards digitalisation. Meet the more engaged and more educated consumer; the ‘hybrid’ investor.
Insights 26 Feb 2018
February Market Overview
Julia shares her insights on the volatility of the bond market and which stocks will continue to outperform after the reporting season.
Insights 29 Jan 2018
January overview & reporting season
Julia shares her insights on investing in the current bull market and getting ready for the upcoming reporting season.
Insights 29 Jan 2018
Why data, analysis and algorithms can resolve retirement contradictions
New approaches built on data, analysis and algorithms can help solve the contradictions of advising people who are effectively strangers to themselves.
Insights 24 Nov 2017
Portfolio strategy in a synchronised world growth & November review
Are double digit gains are a positive sign for traders and how to position your portfolio in a synchronised world growth environment.