“Gilty” as charged
The Australian market fell by a whopping 8% over the past two weeks. However, it’s set to end the week higher than it began.
We try to draw some lessons from a wild, but ultimately uneventful few weeks in markets.
Yanny or Laurel?
We find ourselves in a curious position where markets are moving wildly from data point to data point, speech to speech and editorial to editorial.
The perils of index investing
The Index Portfolio is a simple beast, with only one strict mandate: track the market. Investors often forget that this ‘single minded’ focus may lead to perverse outcomes.