Valuation strain encourages focus on quality, in the main
Our portfolio positioning in recent months is decidedly more cautious. Cash holdings are elevated so that we are ready to snap up bargains in risk assets as market volatility provides opportunities. Interest rates have dropped this year as stalling economies and...
Renewed policy support bolsters momentum
Global growth has slowed significantly since the middle of 2018. However various factors point to a likely mild reacceleration in activity later this year and an extended recovery period. Jobs growth implies underlying economic strength. Easier financial conditions,...
Less Growth, More Inflation, Continuing Populism
** Great investors are not unemotional, but are inversely emotional – they get worried when the market is up and feel good when everyone is worried– Bill Miller. ** The safe time to invest is when there is blood in the streets– Mark Mobius.** The only ones...
Empirical and practical support for a high-quality focus in constructing portfolios
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” Warren Buffett The AssureInvest Australian Equities portfolio has a strong performance record....
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