FNArena’s Weekly Insights – September 09 2019

Probably the best way to describe the performance of the FNArena/Vested Equities All-Weather Model Portfolio into the new financial year is by making the following observation: the All-Weather Portfolio has rallied to a fresh all-time record high, while key local share market indices might need half a week of unrestrained upside to get there.

The difference in performance has been achieved on the back of yet another heavily polarised August reporting season in which yet again sharp differences were laid bare in operational performances between companies often operating inside the same sector.

This has now happened so often in recent years, investors should probably start asking the question whether we are experiencing a “new normal” for corporate Australia, and for investors trying to balance risks and potential rewards.

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