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Listed Property

Welcome to the November edition of the Burrell Blog for 2017.   Listed Property   This month’s blog considers aspects of the listed property...
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A good start to the financial year

Welcome to the October edition of the Burrell Blog for 2017.   A good start to the financial year   Suncorp Concept Store To begin with a re...
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Australian equities preferred asset class

Welcome to the September edition of the Burrell Blog for 2017.   Some good news on risk reduction in July   Reporting season in Australia re...
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Some good news on risk reduction in July

Welcome to the August edition of the Burrell Blog for 2017.   Some good news on risk reduction in July   July 2017 saw two key risks red...
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Portfolio Settings to commence 2017/18 financial year

Welcome to the July edition of the Burrell Blog for 2017.   Portfolio Settings to commence 2017/18 financial year The last week of June saw s...
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ResMed, Valuations, New World Disorder and Chinese Debt

Welcome to the June edition of the Burrell Blog for 2017.   ResMed, Valuations, New World Disorder and Chinese Debt   Healthy sleep, good ...
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Possible Xfactor – USA Market Correction

Welcome to the May edition of the Burrell Blog for 2017.   Possible Xfactor – USA Market Correction  The graph shows that the US Dow Jones ...
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2017 Themes

Welcome to the March edition of the Burrell Blog for 2017.   Themes 2017   Twelve months ago ten themes were proposed in accordance with ou...
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Early Days but Trump Risks Reduce

Welcome to the January No2 edition of the Burrell Blog for 2017.   Early Days but Trump Risks Reduce   Like many, your Diarist has spent ma...
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Taking Some Gains From The Trump Rally

Welcome to the first edition of the Burrell Blog for 2017.   Taking some gains from the Trump Rally   Lighten Banks going into 2017? Sever...
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President Elect

Welcome to the November edition of the Burrell Blog for 2016.   President-elect   The election of Donald Trump as the US President-elect was...
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Beyond the US Presidential Election

Welcome to the October edition of the Burrell Blog for 2016. Beyond the US Presidential Election All eyes on the USA, the Aug/Sep Blog noted that elec...
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All eyes on the USA

Welcome to this edition of the Burrell Blog for 2016! Share prices at 30 June 2016 were unduly impacted by Brexit. The Burrell view was that the marke...
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A Letter to the Senate

Welcome to July edition of the Burrell Blog for 2016! Dear Parliamentarians, Flawed Policies It is submitted the following are flawed policies: Supera...
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What’s next for Britain and the EU?

Welcome to June edition of the Burrell Blog for 2016! An Xfactor for Australian equities? From an investment viewpoint it is instructive to analyse th...
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Looking for a path through the confusion

Welcome to May edition of the Burrell Blog for 2016! A Confusing Picture The major Australian gold producer, Newcrest has recovered from under $10 in ...
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Stay The Course

Welcome to April edition of the Burrell Blog for 2016! Platinum Brisbane Presentation Platinum Asset Management lead by Kerr Neilson and Andrew Cliffo...
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First Quarter Update on 2016 Themes

Welcome to the March edition of the Burrell Blog for 2016. Themes for 2016↗  Dividend yield driver ↗  Interest rate cycle headwind   &n...
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Making sense of the 'State of the Economy'

Welcome to the February edition of the Burrell Blog for 2016. Themes for 2016↗ Dividend yield driver ↗ Interest rate cycle headwind   o Central b...
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2016 Themes

Welcome to the first edition of the Burrell Blog for 2016. The Last Ten Trading Days of 2015 What a difference ten trading days makes! The December Bl...
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