SIAA Monthly – February 2023

DOWNLOAD SIAA Monthly – February edition PDF


    • The future is closer than we think
      Like many, I find it’s always a worthwhile experience over January whilst there are fewer interruptions to catch up on some broader reading and deeper thinking. It forces me to question my assumptions, and to think again about various scenarios for the future of the Australian stockbroking and investment advisory industry.
    • CRYPTOASSETS – Trust and Custody
      The collapse of cryptoasset exchange FTX in November 2022 highlighted again the risk of leaving cryptoassets on unregulated exchanges. In this article I consider the Trust aspects of investing in blockchain technology through the lens of the FTX collapse. 
    • ASIC’s revised consumer remediation Regulatory Guide RG 277: Practical considerations for stockbroking firms
      On 27 September 2022, ASIC released Regulatory Guide 277 (RG 277), replacing its longstanding ancestor RG 256. 
    • Five key themes for 2023
      Macro forecasting is not part of our investment process because we adopt a pure relative value investment approach that aims to be independent of the level of bond yields, the broad direction of interest rates and the macroeconomic factors that dominate the performance of conventional investments. 


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