The Wide Lens

Sharing perspectives.

May 1, 20233 min read

The 60/40 Portfolio is Dead

Hello. I don't recall having as many school holidays when I was a child as my two children do, and certainly not for as long! After...

Apr 4, 20232 min read

The Market Guide

What a year 2022 was, and what a first quarter of 2023 it has been. The market is finally cracking from the rapid rise in interest rates...

Mar 27, 20232 min read

The Fed is Going to Crash The Economy

We were all cheering for a hold on rates by the US Fed. Alas, we were greeted with a short jab to the guts with a 0.25 bps rise. It's...

Mar 20, 20232 min read

Has Inflation Peaked in Australia?

Following last week's events, which appear to have rolled into this week too, financial markets around the world are pricing in rate cuts...

Mar 16, 20233 min read

SVB's Collapse - A Classic Bank Run

This is the biggest and only story in town right now. Here's my take: SVB was the bank of choice for Silicon Valley's hot start-ups. As...

Mar 8, 20233 min read

Rate Rises & The US Borrower

Most headlines I read nowadays are about how much the average loan repayment has increased by and will increase by for Australians. You...

Feb 23, 20234 min read

Property Credit Funds: A Beginner's Guide to Maximising Returns and Minimising Risk

What is property credit? Property credit, also known as real estate credit, is a type of financing that is used to purchase, develop, or...