Investment Articles & Insights

Being aware of major investment themes at play often makes the difference between investing with a tailwind behind you versus a headwind in front of you. Needless to say, investing with the benefit of structural tailwinds is a much easier pathway to investment success.

Remember when the 60/40 portfolio was regarded as a rock solid approach to portfolio construction? How times have changed.

Have you ever thought you were aware of all the potential market-moving macro developments, only to be surprised by a left-field occurrence which you didn’t realise was a game-changer for the global and Australian markets?

What a year 2024 is turning into for global investment markets. Long term trends and playbooks are being turned on their heads on a weekly basis. It’s emerging as a year when it pays to have a long term investment plan to follow while the noise gets louder and adds to the market’s confusion. It’s also a year in which it’s important to understand why global markets are surprising so many investors to ensure you remain unsurprised by what’s happening, and thus comfortable sticking with your plan.