We understand many of you would have seen the incredible share market volatility during the last few weeks, which has seen trading days of up or down 10%. Overall share markets have experienced falls which appear to be a function of panic regarding the inability to model the impacts of Coronavirus containment on the economy and asset prices. Once panic sets in, rationality is hard to come by. 

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In relation to the outbreak of the Coronavirus, we have introduced an infection control measure with the aim of keeping staff and clients safe.

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During this period of market volatility, we remain available to discuss your portfolio and investment strategy. We will continue to provide regular communication and keep you up to date with investment markets and the global economic environment.

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As many of you would have been following, investment markets locally and globally have fallen sharply this week on renewed concerns regarding the Coronavirus, or Covid-19, as it’s known.

At the time of writing, both the Australian and US equity markets are down more than 8% for the week, with Europe down more than 6%, and Japan down more than 5%. US technology stocks are down almost 8%.

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………and like that, the decade came to an end.

Bushfires, a Royal Commission, Brexit, Trump v China and the Hong Kong turmoil - the year that was 2019. The global economy was rife with market changing events not limited to those mentioned.

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This commonly used idiom or cliché describes the feeling of time passing by very quickly. Most scientific research was able to explain away this perception of phenomenon as simply the desire to do, see, hear, read and observe more and not enough time in which to do it all. In scientific circles, it was also referred to as Time Pressure.

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One of the topics asset allocators are grappling with at the moment is whether asset class valuations are expensive or not. Whether you’re an active asset allocator or an active bottom-up stock picker, valuation will most likely form the core or at least a significant part of your analysis when making a decision to enter or exit an investment. 

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When building investment portfolios for clients many aspects are considered.

For example we consider the different asset classes - Australian Equities, International Equities, Australian Fixed Interest, International Fixed Interest, Property to name a few.

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With an increasing focus in the market on how we are all building our client portfolios, it is incredibly important to have a strong and defendable investment framework in place. This investment framework consists of, but is not limited to, how we structure our investment committee, what our APL looks like, and where we get our research from. 

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It’s a challenging time for asset allocators in the current environment, which has seen asset prices and market sentiment shift quickly on the back of a single tweet. Markets in July were generally strong across most assets, but August has seen a re-emergence of trade tensions between the US and China. More importantly we have seen the yield curve invert with the 10-year US treasury falling below the 2-year treasury for the first time since 2007, which, as you may recall from the text books, has historically been an indicator of economic weakness.

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