“Sell in May and go away”…???

The Title phrase above, sometimes heard in investment circles, is derived from the historically weak equity returns experienced in the months from May to September on Wall Street. The chart alongside graphically shows how this trend has manipulated itself over the past 30 years in the
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End of Tax Year Report – 29 Feb 2012…

The points I made about the markets in the first part of last year’s February review can be made once again in this review. The local share market, in particular, has had a strong bull run since August 2011 through to end February as you will see in the red line of the graph below [co
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Anguish in August…

Rowan’s quarterly round up for end May 2011 put the finger on the button when it comes to volatility in the global markets. His PIGS (Portugal, Italy, Greece and Spain) contagion really came home to roost in August with even US Treasury Bonds taking an early rating knock from Standard
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“Greece” is the word…

WOW!! What a quarter this has been!! It seems that all the gains in global and local markets made in the last quarter ending February 2011 have been eroded by the tragic earthquake and subsequent tsunami in Japan and the potential threat of nuclear meltdown. Global markets dipped shar
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A great final quarter for the Tax year ended Feb 2011…

28 February 2011 concluded with a good bull run of almost 5 months in both local and international share markets. Even the troubles brewing in North Africa towards the end of that month had a minimal impact on investor optimisim. The recovery since 6 March 2009 has been especially gra
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Season Greetings – 2010

Welcome aboard – Stacey Lancaster. We are pleased to welcome Stacey, the daughter of Sue who worked for Finlaw several years ago, to the team. Stacey has just completed her B.Com Law degree which she achieved part-time with several subject distinctions along the way. Stacey teams up w
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Welcome aboard – Rowan Allpass.

Sandy D’Arcy’s “ship” sailed for the UK on the 6th June this year where she and her husband Ian have decided to settle. While we knew it would be no easy task finding a replacement for Sandy – we were determined to select a top quality person who shared in our values and ethics. We ar
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2010 and beyond . . .

The much anticipated 2010 Soccer World Cup is days away, following several years of careful planning and hard work behind the scenes. Hosting an event of this magnitude is a “first” for Africa – and it is by no means an easy task to follow on from Germany, who hosted the event in 2006
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An amazing comeback for equities …

While the last quarter of the tax year [December to February this year] has been fairly flat for most of the international equity markets [the European market has been negative] – the year 1 March 2009 to 28 February 2010 has produced very pleasing results for this asset class.
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Global Markets – 4th quarter 2009 – a year divided

Many of us, when asked, would probably immediately respond that 2009 is a year that we would rather forget. The year started with extreme pessimism, following the most severe market correction since the 1930’s. However, since March, “green shoots” have started to emerge and, if we loo
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