Given recent developments in the Russia and Ukraine conflict, we thought it may be worthwhile providing clients historical context which may assist in how to think about the current situation. We remind clients that we highlighted in our recent Multi-Asset Quarterly published 2 Feb-22 that first half of CY22 was going to be volatile because
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At the moment there is only one discussion taking place among investors – how many times will the U.S. Federal Reserve raise rates in the current cycle? Rather than try to forecast how many times the U.S. Fed will lift rates, the data and information below provides some historical context as to how equities (using
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If you are a Melbournian, you will remember about nine years ago when you walked through Flinders St Station and heard a song to the tune of “set fire to your hair” and “poke a stick at a grizzly bear” along with this, you would have been inundated with humanoid looking ‘bean’ characters posted everywhere
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Facebook, now Meta, is the company everybody loves to hate. With that in mind, it’s easy to see why the events last week brought such delight to many people. Meta’s market cap dropped by 26%, erasing USD $240 billion worth of value – this was the single most significant market cap drop in history for
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Magellan Financial Group (ASX: MFG) has reported a series of disruptive staff changes at the very top of the organisation with Hamish Douglass (CIO of global equities fund) on medical leave with Chris Mackay taking over as CIO and Nikki Thomas coming back to Magellan to further bolster the image of the team and expertise.
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