Our Thinking – Blog

Too long to be a tweet, too short to be a research paper, our blog is a treasure trove of everything in between.

Stanford Brown TW3 – Welcome to Quantitative Tightening

Posted on September 22 2017

On the QT……Welcome to Quantitative Tightening The Federal Reserve has confirmed this week that it will start reducing its balance sheet by not reinvesting some of its maturing bonds. This amounts to quantitative tightening (QT) as it will start to reverse some of the quantitative easing (QE) that occurred during and after the Global Financial… Continue Reading

Stanford Brown TW3 – Lies, Damned Lies & Bikinis

Posted on September 15 2017

Lies, Damned Lies & Statistics Dr. Don Stammer (an adviser to our Investment Committee) highlights in The Australian this week two commonly used statistics that he believes need a re-think. Part I – The Dividend Yield ‘To my thinking, investors don’t give enough attention to the average dividend yield ….most strategists focus instead on the… Continue Reading

Stanford Brown TW3 – 10 Years of Investment Returns

Posted on September 8 2017

Ten years ago the US sub-prime crash had morphed into a global financial crisis. The 10 year return picture is hence a snapshot of how markets were hit by the GFC crash and how they have recovered since then. The chart below shows total returns (including reinvested income) from the main asset classes over 10… Continue Reading

Stanford Brown – Eudaimonia – September

Posted on September 5 2017

Welcome A very warm welcome to Stanford Brown’s new monthly Employee Benefits newsletter, ‘Eudaimonia’! Eudaimonia is a central concept in Aristotelian ethics. The term is comprised of the words ‘eu’ (meaning good) and ‘daimon’ (meaning spirit), or more simply put, happiness and welfare. In essence, Eudaimonia is about exploring and celebrating wellbeing and wellness in… Continue Reading

Stanford Brown TW3 – Nightmare on Inheritance Street

Posted on September 1 2017

Markets Wrap Data released on Wednesday showed that the US economy grew at an annualized pace of 3% in the second quarter. Relatively strong consumer spending helped boost growth compared to the first quarter of the year. Ride-sharing service Uber has picked Expedia’s CEO Dara Khosrowshahi as a replacement for ousted CEO Travis Kalanick. Khosrowshahi… Continue Reading

Stanford Brown TW3 – Magellan at the Crease

Posted on August 25 2017

Magellan Goes into Bat for CA A savvy move from Hamish Douglass last week as Magellan Financial Group announced a $20M, 3 year sponsorship deal with Cricket Australia. Test cricket has taken a battering of late, with the rise of short-form ‘T20’ cricket and an ugly pay dispute tarnishing its reputation as the heartbeat of… Continue Reading

Stanford Brown TW3 – Heigh Ho, Heigh Ho, are Family Trusts the Way to Go?

Posted on August 18 2017

Heigh Ho, Heigh Ho, are Family Trusts the Way to Go? Our Compliance Manager, Diana Chan, has written a wonderfully informative and entertaining article in this week’s Cuffelinks on the pros and cons of Family Trusts. Diana looks at the benefits of a Family Trust, who might benefit from establishing one and some of the… Continue Reading

Stanford Brown TW3 – ‘Fire & Fury’ Wobble

Posted on August 11 2017

CyberCrime Alert Earlier this week, one of our clients had their email account hacked. Stanford Brown received an email request from this ‘client’ to transfer $210,000 to a new bank account. We replied (politely, of course) that it is company policy to verify by phone all requests for cash transfers before processing. The ‘client’ responded… Continue Reading

Stanford Brown TW3 – On Your Marks!

Posted on August 4 2017

On Your Marks! Reporting season begins in earnest next week, with over 60% of ASX listed companies scheduled to publish their full year results through August and September. RIO was first out of the blocks with typically strong earnings, which should be a fair reflection of the domestic market as a whole for the past… Continue Reading

Stanford Brown TW3 – Great Places to Work

Posted on July 28 2017

Stanford Brown – A Great Place to Work Earlier this week, we were given the wonderful news that Stanford Brown has been accredited as a ‘Great Place To Work’ by the eponymously-named Institute. Last year, only a handful of financial services companies received this certification, as most ‘Great Places’ are technology companies with vast (venture… Continue Reading

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