S&P 500 trading above pre-COVID price to earnings ratio

June 2020

COVID–19 has certainly lived up to all expectations as a disaster of significant global proportions. The ramifications of the virus are impacting just about all aspects of life. From a health, economic and political perspective, things have changed, and for investors it has created challenges, as well as opportunities. Amongst a lot of things, patience will prove to be invaluable for investors.

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C&N Investment Performance 2020

April 2020

With the fastest stock market decline ever recorded in the first quarter of 2020, we are very proud to report that Cutcher & Neale Managed Discretionary Accounts not only cushioned the severe impact of the COVID – 19 correction, but outperformed benchmarks and were actually able to make money in these volatile times in 3 out of 4 model equity portfolios.

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Start ups are not for the faint hearted

March 2020

When thinking about start ups and venture capital we often think of brilliant young entrepreneurs with exciting disruptive innovative ideas and spectacular returns. In reality, less than 5% of early stage investments go to the moon with most start-ups failing completely.

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Investing in 2020 - The correction we had to have

March 2020

Sometimes it takes a black swan event to rattle financial markets and be the catalyst for a significant downturn.

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‘Value’ vs. ‘Growth’ Investing

September 2019

A lot of time is spent by some sections of the investment community, or in our opinion wasted, trying to label their investment approach as either ‘Value’ or ‘Growth’.

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