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What will normal look like?

What will normal look like?

Apr 27, 2020

While there has been a lot of discussion over the past few weeks on how quickly Australia can return to normal in a post-Covid 19 world, the question I have been focusing on is “what will normal look like”? In particular, will the shock to GDP and unemployment be... read more

The New Normal: Oracle Update March 2020 Quarter

Apr 15, 2020

In the last quarterly update I expressed some hesitation over broad based market returns in the near future simply due to elevated valuations and the length of the post-GFC cycle. Nonetheless, I would never have predicted that by the next quarterly update not only we... read more
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