The disconnect between investors and fundamental investment principles

PSK Weekly Wrap

Equity markets confused on mixed trade war messaging

6 December 2019

Equity markets were mixed following concerns a phase 1 trade deal might not be forthcoming whilst Eurozone and Chinese economic data surprised on the up. Read more..

PSK Weekly Wrap

Equity investors buoyed by potential trade deal

29 November 2019

Local and global equity stocks moved higher on optimism that a phase 1 trade deal is imminent following indications from both sides that a general agreement had been achieved. Read more..

PSK Weekly Wrap

ScoMo accelerates infrastructure plans

22 November 2019

PM Scott Morrison has announced plans to push $1.78bn into the economy over the next 18 months through spending more on roads and rail projects. Some of the funding isn’t new, but rather an acceleration of previously budgeted funds. A good start, but not enough given the current economic backdrop. Read more..

16 Feb 2016

Recent news flow seems to suggest the global economy is unwell, but is this truly the case?

In this video, PSK's Chief Investment Officer Chris Lioutas also talks about the reasons why market volatility has risen sharply more recently, and he covers the key messages from the RBA regarding their latest rate decision.

Please don't hesitate to contact us if you'd like to further discuss any topics raised in this video. You may also be interested in PSK's earlier videos.

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