The Latest News & Events

Insights

Investment Insights From The Front Lines

bott.jpg

June 6, 2017 0

We’re being a little dramatic, we know. Last week’s note stressing the closeness to the recessionary precipice on which Australia currently stands is still being circulated and we still stand behind it. (The note, not the precipice)
We, as a country, are in real trouble and the market is screaming that at us as well.

James Whelan

top-gun-1200x675.jpg

May 5, 2017 0

We thought it prudent to give a short overview of our current positions and tap into some of the themes in which we are currently investing and what we see ahead.

If you or anyone you know would like to know more about the themes contained or how to benefit from the strategies of the GMF please do not hesitate to contact us directly. 

James Whelan

160520171710-07-stormchaser-jpg-best-coasters-super-169-e1493797347519.jpg

May 3, 2017 0

If you would like to learn more about volatility and how we are using this period of lower volatility to protect your portfolio please get in touch.

Whilst fascination and furore over president Trump has driven the media and the wider public into a frenzy over the past few months, equity markets have been largely sanguine.

James Whelan

allo-allo-star-gorden-kaye-dies-01-1200x630.jpg

April 20, 2017 0

“The year 1916 was cursed; 1917 will surely be better”
Apparently this was a quote from Tsar Nicholas II’s diary. Whilst there is some debate as to the origin and authenticity of the quote I’m happy to use it here regardless. Please keep it, Brexit & Trump in mind while you read on as we present to you VFS Group Investment Committee’s “French Scenarios.” (Enjoy)

James Whelan

obama-hat-tip.jpg

April 5, 2017 0

Ah, March for the Australian investor. What a beautiful time to be in the markets. Just close enough to the New Year for the Christmas rally to be a fond memory and just far enough away from the “Sell In May & Go Away” crowd to start getting on their soapbox.

James Whelan

Gerry-e1490164360351.jpg

March 22, 2017 0

To tee off there’s been some serious rumblings regarding Harvey Norman this week. We all would have read about it and/or heard about the recent batch of bad news. Anyone who doesn’t know my thoughts on Harvey’s I ask you to please read my last seven months of work on the space. Harvey Norman is a dead man walking even without the alleged accounting scandal & ASIC investigation hanging over their head.

James Whelan