The Stonehouse Core Value Portfolio (CVP) generated a positive return of +0.72% for the month of March. The Australian equity market was flat for the month (+0.1%) whilst global equity markets continued to push higher with the MSCI World Ex Australia Index (+1.5% unhedged) posting gains. Within the domestic equity component of the Portfolio, the…

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With equity markets continuing to push higher, the Stonehouse Core Value Portfolio (CVP) generated a positive return (+1.90%) for the month in February. Given the Australian equity market’s strong performance (+5.3%), all domestic equity managers positively contributed led by Allan Gray Australia Equity (+6.2%) which outperformed the market return and the beta exposure held in…

After a very difficult month in December, the Stonehouse Core Value Portfolio (CVP) generated a positive return of +1.68% for January. This was assisted by strong equity markets, with both the MSCI World Ex Australia Index (+4.1%) and Australian equity market (+4.0%) bouncing back. Within the domestic equity component of the Portfolio, all managers provided…

There is a lot of attention lately around the affordability of housing and the fact that the current generation struggle to “get into the market”. The major reason most put it down to is property prices rising consistently while incomes have not followed the same trajectory over a long period of time. To illustrate, let’s…

December was a terrible month for global equities, especially the US equity market (S&P 500) which posted its worst December result since 1931. Even US tech stocks, which had previously seemed almost invulnerable, were not immune and the NASDAQ fell heavily. The MSCI World Index lost -4.1% and the Australian equity market lost -0.7%. The…

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