Insights

Frais Capital and its partners are at the forefront of research, data, and news when it comes to clients investments outcomes and goals. Knowledge is a value that Frais Capital prides itself on sharing.

bespoke portfolio management

Beware Tokyo-Sized Potholes Ahead

The 20 percent plunge in Japanese share prices between August 1 and August 6 wiped out around US$1.2 trillion in the collected savings of Japanese mum and dad investors and large pension funds.  The wealth destruction impact of this event was roughly equivalent to 80% of Australia’s top 100 companies becoming worthless overnight.  The lingering […]

Frais Capital, nonprofit investment consulting

President Trump Mk 2: Probably Not the Investors’ Friend

The growing likelihood that Donald Trump will be the next US President, and possibly in control of both houses of Congress, should prompt investors to review their investment strategy. While currently both equity and bond markets appear relaxed at the prospect of the second Trump presidency that almost certainly won’t be the case when he […]

Nonprofit Investment Consulting

Federal Budget Updates

After weeks of discussion on the outcomes of the Federal Budget, Australians were provided relevant opportunity to decipher changes and updates for the coming years. Frais Capital Research Analysts’ Harry Davison Petch and Lu Huang dissected the Federal Budget to understand and communicate the outlook for Australians. As Harry Davison Petch notes, With the labour […]