MB fund

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MB Fund celebration offer

Be warned, folks, this is an advertorial. 2019 was an outstanding year of returns for MB Fund Portfolios, highlighted by our Growth fund up 17.8%; placing it in the top 4 growth Super funds in Australia. In celebration of this, we’re offering Brokerage-Free set-up for any new regular or super portfolio with the MB Fund

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MB Fund Podcast: Coronavirus and sickening markets

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover “Will Coronavirus create a Market Hangover”. Topics include the pandemic spreading as the Chinese new year fast approaches, if the data can be trusted, Australian and macro implications if Chinese growth slows,

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MB Fund Podcast: Coronavirus and sickening markets LIVE 12:30 TODAY

In today’s webinar (12:30 pm AEST, Thursday 23rd January), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover “Coronavirus and sickening markets”. Topics include the pandemic spreading as the Chinese new year fast approaches, if the data can be trusted, Australian and macro implications

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MB Fund Podcast: Christmas Crises; Missile Strikes, Bushfires, China, & Trade Deal

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover “Christmas Crises; Missle Strikes, Bushfires, China & Trade Deal” Over the holiday period, an array of crises kicked off or continued; including U.S Missle Strikes in Iran and if this could mean

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MB Fund Podcast: Christmas Crises; Missile Strikes, Bushfires, China & Trade Deal – LIVE TODAY

In today’s webinar (12:30 pm AEST, Thursday 16th January), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller, as they cover “Christmas Crises; Missle Strikes, Bushfires, China & Trade Deal” Over the holiday period, an array of crises kicked off or continued; including U.S Missle Strikes in

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MB Fund Podcast: Spotting Dodgy Advice

An episode from the archives this week – this one bringing brings dodgy financial advice under the spotlight. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key

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MB Fund Podcast: China’s stealth war, with General Robert Spalding

If there’s one of our episodes you watch this year, make it this one. Senior Whitehouse & Pentagon advisor and Air Force General Robert Spalding joined us to discuss his publication “Stealth War” This episode features huge China revelations with implications for not only Investments, but moral opposition to China. Revelations include malicious influence in

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MB Fund November Performance: International boom!

November was a stark reminder of the power of narrative in driving returns. World stock markets rose almost 5%, but earnings broadly were downgraded. Our portfolios handily beat all benchmarks over the quarter as our exposure to international stocks offset our large cash holdings. We have been trying to keep enough exposure to international stocks

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Demise of the MDA accelerates

Another blow for institutional use of Managed Discretionary Accounts (MDA) this week as AMP forfeits its ability to offer MDA’s through their adviser network, as they were unable to meet ASIC’s increasing requirements. ASIC has been on a warpath for MDA providers for a couple of years now (here and here) as it continues to

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MB Fund Podcast: Is Inflation back from the dead? With The Macro Tourist – LIVE TODAY

In today’s webinar (12:30 pm AEST, Thursday 19th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, as well as ex-fund manager, Analyst, and blogger Kevin Muir of ‘The Macro Tourist’ to discuss ‘Is Inflation back from the Dead?’ *Note that the interview portion of the episode is pre-recorded, however, Damien &

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MB Fund Podcast: Dodging the Debt Disaster with Steve Keen

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, as well as Economist and Hon. Prof. of the University College of London, Steve Keen as they cover “Dodging the Debt Disaster” Topics this week include credit creation and its limits, weighing up its pro’s and con’s, central banks reaching the

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MB Fund Podcast: Effective Ethical Investment with Peter Singer

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and renowned ethicist Peter Singer as they cover “Effective Ethical Investment” Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter’s opinion on each, the ethics of investing in Chinese corporations, Jeff Bezos’ $100

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MB Fund Podcast: Effective Ethical Investment with Peter Singer 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 5th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and renowned ethicist Peter Singer as they cover “Effective Ethical Investment” Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter’s opinion on each, the ethics of investing

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GDP heat map

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP proportionate to its size, colours represent the growth rate. Click the charts for a large version and commentary:  This quarter the key takeaways include: Federal Government

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Private sector investment is as dead as the Dodo

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m skeptical. Yesterday’s capex data, which surveys both past and future company capital expenditure, supports my skepticism. I need to preface all of this with the observation (raised before)

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MB Fund Podcast: Australia’s housing market dilemma with Martin North

In today’s latest webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and founder of Digital Finance Analytics, Martin North as they cover “Australia’s Housing Market Dilemma” Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation and government policy towards

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MB Fund Podcast: Australia’s Housing Market Dilemma with Martin North LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 28th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and founder of Digital Finance Analytics, Martin North as they cover “Australia’s Housing Market Dilemma” Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation

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MB Fund Podcast: Global reflation…hot trade or hot air?

In our latest webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as they cover “Global Reflation Hot Trade or Hot Air?” While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will

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MB Fund October performance

October saw investment returns for equity markets higher yet again, the bigger story was a reversal in the bond market. Our tactical investment funds have performed better than most superannuation and investment funds over the year. In October the funds gave back some of the lead we have built up. Outperformance in our international fund

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MB Fund Podcast: Global reflation: hot trade or hot air? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 21st November), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “Global Reflation Hot Trade or Hot Air?” While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative

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The problem with traditional ethical funds

Ethical investment inflows have doubled in 2019. But, the Wall Street Journal highlights a problem near to my heart: ethical investing is not the same to everyone. Funds with a focus on socially responsible investing are enjoying a record year of inflows. But many such portfolios aren’t as clean as investors might expect. Eight of

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MB Fund Podcast: Untangling Australia’s Energy Market with David Leitch

In today’s webinar (Thursday 14th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and expert energy analyst David Leitch as they “Untangle the Energy Market.” Topics this week include the death of Coal, if 100% renewable is a viable path for Australian Energy, which energy-based stocks have potential, the viability of

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MB Fund Podcast: Untangling Australia’s Energy Market 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 14th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and expert energy analyst David Leitch as they “Untangle Australia’s Energy Market.” Topics this week include the death of Coal, the potential of renewables to take over Australian energy, which energy-based stocks have potential, the

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MB Fund Podcast: The Future of Renewable Energy with David Morgan

In today’s webinar (Thursday 7th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Founder of ‘Iron Matrix’, David Morgan as they cover “The Future of Renewable Energy.” Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer app’ of the

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How to create a $47bn WeWork in one easy step

This is a message for those who want to avoid being ripped off by aspire to be investment bankers. One dirty secret (of many) in investment banking is valuations are an advertising tool. If you can’t manipulate valuations to get the number your boss wants you to get, you are in the wrong game. How else can

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MB Fund Podcast: The Future of Renewable Energy with David Morgan 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 7th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Founder of ‘Iron Matrix’, David Morgan as they cover “The Future of Renewable Energy” Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer