March 30, 2020

Cyber activity – Don’t get scammed!

We have been talking to a few IT businesses and been noticing a massive increase of cybercrime activity trying to take advantage of the current COVID-19 situation. There are a number of phishing schemes already out there, and Microsoft has just announced there are a number of known exploits in Windows that are being taken advantage of at the moment. We will never ask you to authorise withdrawals without you knowing… Read More »Cyber activity – Don’t get scammed!

Investment Summary

Below information is a summary of events and our house view from one of our investment committee members Andrea Ciaccio, Portfolio Manager AZ Sestante: The US has changed its narrative and is taking the risk of opening its economy on a set date. This has settled the market somewhat and provided certainty. However, time will tell if this strategy works. The US has already discounted a recession in its market valuations… Read More »Investment Summary

The first stage of COVID-19 lockdown

Well, we are in the first stage of a lockdown. Hopefully, this will be enough to flatten the upward trajectory of infections, take the pressure off the health system and keep us all safe. If not, a second stage will likely see most people confined to their homes. This stage was effective in China in stopping the spread (assuming the accuracy of reports) in 2 months or so. As previously… Read More »The first stage of COVID-19 lockdown