Aumauka News

Corona Virus

Is This How It Ends? Corona Virus Edition

After updating friends and family (and investors too) regarding performance and views regarding the Corona Virus at the end of February, we have been fielding a consistent stream of emails and phone calls regarding market volatility.  We thought it would be prudent to put our thoughts down on metaphorical paper and return to publishing on our website during these very unique times.

Read More »

ACM Outlook 2019

2019 will be a transitional year. Underlying fundamentals will continue to drive global growth, albeit at a slower pace, with valuations reflecting this adjustment in reality. We do not predict a recession, but a return to sanity as growth comes at a cost as we depart from the historic decade of nil level interest rates. Markets will become increasingly volatile in the mid term as it adjusts to the new equilibriums. There are several points we want to draw attention to in the coming year that will contribute to market movement:

Read More »