Mike's weekly newsletter

President Trump’s re-election and renewed push for aggressive trade policies—particularly tariffs—has reintroduced volatility into the market. While investors may be tempted to adjust their portfolios in this type of market environment, no one knows how the markets will perform in the short term, and, in many cases, timing the market for exit and then re-entry […]

As we enter a new year, it’s a good time to reflect on the lessons learned from the past year. Each year brings its own wins, challenges, and lessons, and 2024 was no exception. Looking back, we’ve experienced unexpected interest rate rises, stubbornly high inflation, historically low unemployment and resilient share markets delivering 20% plus […]

There was much talk of a recession and property market crash last year. However, 2024 has truly taken everyone by surprise. The past 12 months have been an improving story for investors. July to October was a brutal ride down, with global equity markets trading down in unison by close to 10% due to concerns […]