Investor Insights
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August Market Overview
In her monthly review, Julia discusses banks repricing their morgage books and shares her insights on which sectors are under pressure given recent political risk.
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Portfolio Building - a risky but rewarding business?
Building a well balanced portfolio may seem daunting. Nick Groves from Money Management interviews investment professionals including our Equities Strategist Julia Lee on how to get your asset allocation mix right before delving into "what's under the bonnet".
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July Market Overview
In her monthly review, Julia shares her insights on which stocks are well placed ahead of the reporting season and which sectors are overweight.
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Artificial Intelligence leads the way
Artificial intelligence (AI) is already changing the world. The market is growing so rapidly that revenue is forecast to reach a compound annual growth rate of 57% by 2025.
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Viewpoint - your next generation IRESS streaming platform
ViewPoint is a new, intuitive and easy-to-use market data and trading platform to replace webIRESS.
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Five things to consider before starting an SMSF this financial year
If you are keen to set up your SMSF this new financial year, here are a few tips to get you started.
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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%.
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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.
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Time to take stock of your portfolio
A new financial year is often a good time to take a step back and take stock of your portfolio to ensure it’s still working for your objectives.
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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.
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April Market Overview
Julia shares her insights on why the current environment is a sweet spot for equities and which sectors are outperforming.