In the Media

March 23, 2020

Is the bad news priced in?

  Global equities peaked one month ago and have corrected around 30% since that time. That is the fastest 30% correction on record, with market volatility […]
March 16, 2020

It is an understatement to say that COVID19 has taken us on a wild ride.

March 16, 2020

Getting Perspective On Markets

By Romano Sala Tenna Katana Asset Management     They say that truth is the first casualty, but I would suggest that ‘perspective’ is actually the first to go. […]
March 12, 2020

Oil Prices Darken An Already Cloudy Outlook

  Since our update last week, market action has continued to be exceptional. The icing on the volatility cake was the effective dissolution of OPEC+ on […]
February 18, 2020

Will Coronavirus derail the global economy?

We don’t think so, but there are some caveats and risks. Prior to the outbreak, we were constructive on the outlook for global growth and risk […]
January 17, 2020

Australian Bushfires: How we can help

Our country has been burning for almost 3 months. Record-breaking temperatures and months of severe drought have fueled a series of massive bushfires across Australia. So […]
December 18, 2019

The Puppet Master – Can you Trust a Trust?

In the Full Court decision of Harris & Dewell and Anor, the Court considered, amongst other things, whether a Unit Trust legally owned by the husband’s […]
October 17, 2019

Strive for financial order to achieve inner calm

I have just returned from a holiday and, feeling inspired by happiness guru Gretchen Rubin’s recent book Outer Order Inner Calm, I tackled a dreaded job […]
June 27, 2019

Lessons from 63 Up – hang in there, it gets better

Michael Apted’s ground-breaking documentary 7 Up, which followed the lives of 14 British children from age 7, has just released its latest instalment, 63 Up. There […]
June 13, 2019

The Importance of culture for investors

One of the important take outs from of the Banking Royal Commission is that poor corporate culture not only leads to bad outcomes for customers but […]
June 13, 2019

Being too clever means you miss the coffee cups

I am mourning the end of Game of Thrones. For years I have enjoyed the anticipation of each season commencing and the weekly ritual of devouring […]
December 13, 2018

There’s never been a better time to be an investor

As Christmas approaches, it is an ideal time for reflection. When thinking about 2018, I agree with the often-repeated sentiment of our most recent ex-prime minister, […]
November 13, 2018

In a world of fake news, how to understand what is really happening

I had the recent pleasure of celebrating the conferring of my father’s PhD. Achieving the milestone at age 73, he is a testament to the benefits […]
October 9, 2018

How to hunt zombie insurance policies

The recent Productivity Commission report into superannuation coined a new term, “zombie insurance”. Unfamiliar to most, how do you know if you’ve got it and how […]
September 20, 2018

The easy way to consolidate your super

ABC TV finance presenter Madeleine Morris recently admitted she has a dirty little secret. She has four different super funds, that she knows of. One of […]
September 3, 2018

The money problems that dogged Aretha Franklin’s remarkable career

The death of Aretha Franklin sees the loss of one of the most acclaimed and versatile singers of all time. The longevity of her career was […]
August 8, 2018

Think and Grow Rich revisited

Think and Grow Rich is one of the most widely read self-help books of all time. First published in 1937, it has fascinated readers with its stories […]
August 8, 2018

‘Retreat to go forward’: Four money lessons from tai chi

I recently escaped Melbourne’s winter weather and spent nine glorious days on the Indonesian island of Bintan. One of the highlights was practicing tai chi overlooking […]
June 27, 2018

The World Cup shows both ‘spenders’ and ‘savers’ can win

Arguably the best two football players at this year’s FIFA World Cup are Lionel Messi of Argentina and Cristiano Ronaldo of Portugal. While they both dominate […]
June 20, 2018

How to avoid being rich but miserable

Rich people have a reputation for being stingy. There are many famous examples of wealthy people who are fixated on money, such as actor Cary Grant who […]