24/11/2020

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 […]
12/11/2020

Market Update – November 2020

30/10/2020

Affinity Insights – Issue 13 October 2020

21/09/2020

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 […]
03/09/2020

Market Update – September 2020

04/08/2020

Market Update – August 2020

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 […]