In the Media


Looking to 2022

Around this time last year, we made three broad market predictions: The availability of vaccines would see a return to relative normalcy in the second half […]

Red Flags in China

Regulating the Technology Sector To the bewilderment of many in the investment community, the Chinese Government appears to be systematically targeting many of their largest and […]

Rags to Riches to Rags

More than 70% of wealthy families are broke by the second generation, and 90% by the third. There’s a lot of truth in the old saying […]

Federal Budget 2021

The budget position has improved dramatically from the forecasts delivered in October 2020. The deficit for 2020-21 is now expected to be $161 billion, down from […]

Generational Wealth

    “Generation wealth” is wealth that is passed down from one generation to the next. You may also hear this called family wealth or legacy […]

Reading the Crystal Ball for 2021

  There is no need to dwell on how wrong everyone would have been sitting down this time last year trying to predict 2020. With that […]

US Election Issues & Implications

  Almost all of the time, elections in rich, liberal democracies don’t really matter for markets. Especially over the longer term. Electors choose between a centre […]

Both sides of the technology sector coin

  As a change of pace from our recent Covid-19 updates, we think it is worthwhile commenting on the performance of the US technology sector and […]

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 […]

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


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. […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]