Author Archive for: Lukasz de Pourbaix

Entries by Lukasz de Pourbaix

Insights from our CIO – Positioning for recovery

Welcome to 2021! I hope you had relaxing break and found time to reset after a tumultuous year. As we enter 2021 it seems that it’s more of the same. COVID-19, US elections (and inaugurations) and growing tensions between Australia and China continue to dominate the news headlines. Late last year we adjusted our asset […]

Portfolio implementation matters more than you might think

Efficient portfolio implementation is sometimes overlooked as a ‘nice-to-have’ rather than something that adds value to the investment process. This attitude is far less viable today given recent market volatility and product rationalisation, which have made the ability to implement timely portfolio changes essential for advisers and their clients. The market downturn in March prompted […]

Insights from our CIO: The big rotation

The US election has come and gone (almost) and markets have reacted positively to the likelihood of a Democrat President and a Republican Senate, which would be able to moderate Democrat policies such as tax increases on corporations and capital gains. The election result, together with positive developments regarding a vaccine for Covid-19, have seen […]

Insights from our CIO – Buckle up for a wild ride

In recent weeks we’ve seen increased market volatility. The Nasdaq, which represents the leading technology stocks in the US market, has seen a pull back following an incredible rally, and markets seem to be in a range-trading pattern. We all know the saying that when the US market sneezes, the rest of the world catches […]

Insights from our CIO – Winners and losers

It has been an interesting month in markets. The S&P 500 Index reached 12 month highs with markets brushing off March’s COVID-19 panic. There have been many discussions about how narrow the rally has been in that a handful of stocks have driven the sharp rebound. In fact, just over 35% of stocks in the […]

A golden rule of hedging

Gold has been in the headlines over the last couple of weeks, as the price of gold has recently surpassed the much anticipated $2,000 per ounce mark. The gold spot price is up approximately 26% in USD for the year as at 30 June 2020 compared to the Australian equities market (S&P/ASX 200), which is […]

Insights from our CIO – Reconciling the market disconnect

There continues to be a question as to whether markets are reflecting economic reality as they continue their upward trajectory. Within our investment committee process we remain focused on assessing asset valuations, where we are in the cycle and shorter-term sentiment indicators. We have observed a  reduction in valuation opportunities within equities, given that share […]

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