07/07/2020

Market Update – July 2020

17/06/2020

Market Update – June 2020

19/05/2020

Market Update – May 2020

19/05/2020

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 […]
06/04/2020

Affinity Insights – Issue 12 April 2020

06/04/2020

Market Update – April 2020

23/03/2020

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 […]
16/03/2020

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

16/03/2020

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. […]
12/03/2020

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 […]
05/03/2020

Market Update – March 2020

25/02/2020

Market Update – February 2020

18/02/2020

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 […]
17/01/2020

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 […]
20/12/2019

Investment Committee Summary – December 2019

18/12/2019

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 […]
06/12/2019

Affinity Insights – Issue 11 December 2019

29/11/2019

Investment Research – November 2019

20/11/2019

Market Update – November 2019

17/10/2019

Affinity Insights – Issue 10 October 2019