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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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U.S. Rate Increase Sparks Domestic Market Rally

Welcome to the December edition of The Burrell Blog for 2015! US Federal Rate Decision We awoke this morning to confirmation of the long awaited Fed r...
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BHP Slides Down Slippery Slope

Welcome to the November edition of The Burrell Blog; the second last for 2015! In the week ending 13 November, the Australian share market fluctuated ...
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Continued Pessimism Drives Global Markets Lower

Your diarist welcomes you to the October edition of The Burrell Blog for 2015. The September blog that was written around a month ago remains relevan...
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Global Turmoil Sparks Optimal Buying Opportunities

Your diarist welcomes you back for a combined August/September edition of The Burrell Blog for 2015. Australian Share Market About a month ago on 11...
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2014/2015 Portfolio Performances

Your diarist welcomes you back for the July edition of the Burrell Blog. In this edition, Chris provides an overview of the 2014/2015 Portfolio Perfor...
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Invitation to Investment Summit highlights key themes for 2015

Welcome to the June 2015 edition of The Burrell Blog. Your diarist was pleased to receive an invitation to the Russell Investments 2015 Summit.  Some ...
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2015 Themes - May Update

May 2015 Your diarist welcomes you back for the May edition of the Burrell Blog. In this edition, Chris provides an update of his key themes for 20...
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Annual Leave teaches new lessons

April 2015 In the third edition of the Burrell Blog for 2015, your diarist discusses the overseas marketplace by integrating his experiences and ne...
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2015 Market Themes: March Update

March 2015 Your diarist welcomes you back for the second edition of the Burrell Blog for 2015. In this edition, Chris analyses the current process ...
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The 2015 Outlook: Market trends for the coming calendar year

January 2015 Your diarist welcomes you back for the first edition of the Burrell Blog for 2015. In this edition, Chris identifies and discusses his...
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Foreign Oil identified at catalyst in falling commodity prices

December 2014 Your diarist welcomes you to the final edition of the Burrell Blog for 2014. In this edition, Chris looks deeper at the continued dro...
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Be guided by a sense of value & good research – not just the logo.

November 2014 In this month's blog, your diarist considers the importance of being guided by good research and a sense of value, rather than sentim...
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The Market Correction, Medibank's IPO & SAI Global

October 2014 In this month's blog, your diarist considers the recent market correction, the risk issues of the Medibank IPO, and the fall of SAI Gl...
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Gas, Global Sentiments and Generating the Next Wave

September 2014 In this month's blog, your diarist considers the following: Theme: Australian Eastern Seaboard Energy: AGL Deloitte: Positioning ...
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Eastern Australian Gas Markets -Santos

July 2014 In this month's blog, your diarist reviews the eastern Australian gas market and why shareholders are under weight in Santos... One of t...
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