Why David sees a classic “V‑shaped war bottom” for markets
Geopolitical shocks signal V-shaped rebound; inflation risks rise; stay invested to avoid missing market recovery gains.
David says most markets are like a “Boxing Day sale”
Oil shock drives inflation higher; Asia exposed; gold hedges risk while equities remain attractive long-term investment play.
Is there a bubble brewing in the US?
Elevated valuations persist; tech stronger than past cycles, ASX income-led, private markets offer selective growth opportunities ahead.
Teams take the lead in wealth management
Wealth advice evolves toward team-based, transparent models; boutiques rise as technology supports human-led, client-centric strategies forward.
The historical bet for future gains
Liquidity supports markets; gold strengthens on demand; favour quality sectors, avoid debt-heavy consumer discretionary stocks amid uncertainty.
Hype, liquidity or fundamentals?
US equities lead on earnings strength; AI cycle sustainable; adopt barbell strategy balancing growth and defensive exposure.
How We
Engage
Our relationships tend to begin quietly. Through an introduction.
A recommendation. A sense that there may be alignment.
We prefer to start with a thoughtful conversation, and let the rest unfold naturally.
