Decades of peace in Europe were shattered on February 24th, 2022 when Russia invaded Ukraine. We extend our thoughts and sympathy to everyone affected and our hearts go out to all those suffering. What is reassuring is the amount of support throughout the world in standing with Ukraine.Read More
As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t and as part of this rebalance a number of changes were made to the Core, Growth and Australian models, and we wanted to share those with you.Read More
This week we share our latest collection of insights across our investment teams, as we provide detailed fund commentary of how each portfolio has performed for the December quarter, performance highlights, what the economy is doing and an update on markets in general.Read More
Slightly out of context but the quote points to watching something continually, can make it feel like it is never going to happen – in this case boil.
Investment markets can feel the same way.
The answer to the question, ‘is a correction coming?’ is ‘ALWAYS’.Read More
Our diversified models continue to perform well compared to their peers, benchmarks and objectives. When markets rally strongly, as they have, our quarterly rebalancing allows for profits to be taken and underperforming assets to be topped up. This disciplined approach to asset allocation remains a key part of our investment philosophy.Read More
Quick update from the Chairman of the Australian Advice Network Investment Committee (Troy Theobald) on the recent market volatility.Read More
Hugh Robertson, Director of Centaur Financial Services and a member of our Investment Committee appeared this month in the Livewire Buy Hold Sell where he discussed with Charlie Viola from Pitcher Partners’ their thoughts on five cracking ASX-listed ETFs and one REIT for your income portfolio.Read More
In the coming months investors in our investment models will be receiving some additional correspondence in regards to the underlying investments, benchmarks and target asset allocations.Read More
When a publicly listed business requests for their shares to be placed in a trading halt, you know that an announcement with some substance (good or bad) isn’t far off.Read More