JonathanB

About Jonathan Bayes

As the Chief Investment Officer (CIO) for Prime Financial Group, I work closely with the national advisory team, high net worth individuals, family groups and Prime’s broader accounting network to provide considered and pro-active investment advice.
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17 06, 2019

Weekly Market Update (Issue 552) – 17 June 2019

By | 2019-06-20T14:07:22+10:00 June 17th, 2019|Market Summary, Weekly Market Update|0 Comments

We have a quite a bit to get through this week, and I am feeling really quite optimistic and interested by the opportunities currently presenting themselves both here and abroad. AUSTRALIAN PORTFOLIO OPPORTUNITIES Firstly, PRIME clients would have received our Australian portfolio recommendations late last week, and the promise of more to come. I reiterate [...]

11 06, 2019

Weekly Market Update (Issue 551) – 11 June 2019

By | 2019-06-20T14:08:15+10:00 June 11th, 2019|Market Summary, Weekly Market Update|0 Comments

The grind continues This morning the ASX200 trades at its highest level since pre the GFC (2007), and the S&P500 also remains within 3-4% of its all-time high. Global investors continue to be encouraged by the relative value offered by equities when compared to low bond yields. The outperformance of Australian blue-chip, big-cap names relative to [...]

3 06, 2019

Weekly Market Update (Issue 550) – 3 June 2019

By | 2019-06-20T14:07:22+10:00 June 3rd, 2019|Market Summary, Weekly Market Update|0 Comments

And so it continues. The trade-war, that is. Chinese response to U.S trade demands suggests resolution a ways off Over the weekend the Chinese government released a ‘white paper’ detailing their thoughts on the subject, laying blame for the deterioration in talks firmly at the feet of the U.S trade team and suggesting that unless [...]

27 05, 2019

Weekly Market Update (Issue 549) – 27 May 2019

By | 2019-06-20T14:07:22+10:00 May 27th, 2019|Market Summary, Weekly Market Update|0 Comments

So, a week has now gone since the Coalition’s surprise victory and I have had the time to sit down and process my thoughts. This weekly will aim to articulate where we see things differently and what opportunities we think are being created by the recent result. I will try and be direct to the [...]

13 05, 2019

Weekly Market Update (Issue 547) – 13 May 2019

By | 2019-06-20T14:07:23+10:00 May 13th, 2019|Market Summary, Weekly Market Update|0 Comments

Winter is coming, both seasonally and in the market, and we are now MAXIMUM CASH in our recommended portfolios. This doesn’t mean we only hold cash, far from it. But it does mean, our allocation to cash is now at its peak because we believe opportunities to deploy this cash in the months to come [...]