Is inflation on the horizon?

Some metrics that describe your Australian Equities Portfolio and how it compares to the broader market.

What are they and why invest in them?

Why does the market rally feel strange?

We reflect on the stunning comeback of value stocks this week. Also, why own an exposure to gold and why now?

A short but sweet investment in Appen, an update on CML Group and the “blue line” chart that featured at our CIO events in February