Investment Insights You Can Actually Use

Real perspectives from the trenches of portfolio management. We skip the jargon and focus on what actually matters when your money's on the line.

Portfolio diversification strategies for Australian markets
Strategy March 2025

When Diversification Actually Hurts Your Returns

Everyone tells you to spread your investments around. But there's a point where you're just diluting your best ideas. I learned this watching a client split their portfolio across 47 different positions. Sometimes less really is more.

Continue reading →
Market timing approaches for Australian investors
Analysis February 2025

The Market Timing Myth Nobody Talks About

You can't time the market perfectly. But you can spot patterns that matter. The difference between gambling and strategic positioning comes down to understanding what signals actually predict something useful.

Continue reading →
Australian property investment fundamentals
Property January 2025

Property Still Makes Sense, Just Not How You Think

The Australian property market isn't what it was in 2019. But writing it off completely? That's leaving opportunities on the table. The game changed, not ended. Here's what actually works now.

Continue reading →
Comprehensive investment analysis methods

Analysis That Goes Beyond Surface Numbers

Most investment research stops at the obvious metrics. PE ratios, dividend yields, earnings growth. Sure, those matter. But they don't tell you why a company actually makes money or whether they'll still be relevant in five years.

We dig into business models. Supply chain dynamics. Management track records that go beyond the official bio. The stuff that explains why some companies weather storms while others collapse at the first sign of trouble.

Take the tech sector corrections in early 2024. The companies that survived weren't necessarily the ones with the best balance sheets on paper. They were the ones with genuine customer lock-in and pricing power that showed up in retention data, not press releases.

What's Actually Moving Markets Right Now

Forget the headlines. These are the undercurrents that matter for Australian investors making decisions in 2025.

Interest Rate Reality Check

The RBA's positioning isn't following the Fed anymore. That disconnect creates opportunities if you know where to look. Fixed income suddenly got interesting again, but not in the traditional spaces everyone's piling into.

Energy Transition Gets Messy

Clean energy is still the future. But the path there involves a lot more natural gas and grid infrastructure than the pure solar/wind narrative suggests. The real money isn't always in the obvious places.

Asia-Pacific Supply Chains Reshape

Manufacturing didn't come back to Australia the way some predicted. But logistics, warehousing, and specialized component production? That's a different story. The opportunities are specific and require local knowledge.

Henrik Lindqvist portfolio strategist

Henrik Lindqvist

Portfolio Strategist
Siobhan O'Driscoll market analyst

Siobhan O'Driscoll

Market Analyst

Perspectives From People Who Actually Trade

On Portfolio Construction

Henrik spent a decade managing institutional portfolios before working with retail clients. His take: most people overcomplicate their holdings because they're trying to hedge against every possible scenario. Better to accept some risk in areas you understand than spread yourself thin trying to cover everything.

On Market Analysis

Siobhan's background in econometrics means she trusts data over intuition. But even she admits the numbers don't always tell the full story. Market sentiment matters. Momentum matters. Sometimes the "irrational" behavior persists long enough to become the rational strategy.

On Australian Markets

Both agree the ASX presents unique challenges and opportunities. Concentrated in resources and financials, sure. But that concentration means you can actually know these companies deeply rather than pretending to understand 500 different businesses. Quality over quantity.