Roadmap
Tim Rocks
Chief Investment Officer
Tim Rocks
Chief Investment OfficerTim joined Evans and Partners in 2017 as Chief Investment Officer and has more than 25 years’ experience as an investment strategist, head of research and fund manager in Australia and Asia.
Initially commencing his career at the Reserve Bank as an economist, Tim then joined Macquarie Group where he spent five years covering the Australian equity market as a strategist. He then moved with Macquarie to Hong Kong where he built and ran their Asian macro research group.
Prior to his current role Tim was Head of Market Research and Strategy for BT Financial Group and ran asset allocation for Westpac’s $30 billion Superannuation Fund.
He has a Bachelor of Economics (First Class Honours) from the University of Sydney and a Masters’ in Finance from the London Business School.
Recent Insights from Tim Rocks
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Technology and Disruption
The New Investment Frontier in Healthcare
Emerging technologies and the global pandemic have both positioned the healthcare sector for strong growth over the next few years. And with a number of compelling drivers set to play out, investors should be aware of the potential implications.
Wealth Management
Unlisted Infrastructures Growing Appeal
As inflationary risks continue to be top of mind, there is an investment option which can offer some protection and still deliver attractive returns. We take a closer look at the asset class and the recent developments that have contributed to its growing appeal.
Small Caps
Separating the 'Haves' and 'Have Nots' in Small Caps?
The global sell-off in equities may have hit the small cap market hard ― particularly growth and technology stocks ― but for investors, the lure of the faster growth rates on offer in the sector remains.
Wealth Management
Attention Turns to Fixed Rate Bonds
Longer-term fixed rate bonds have not been an attractive investment for some years. The interest rate on these bonds was extremely low and there was the risk of capital returns if rates rose. However, interest rates have now reset higher which makes government bonds a much more attractive proposition.
Explainer
What is inflation and why it matters
Inflation is an increase in the level of prices of the goods and services that households buy. It is measured as the rate of change of the prices within the consumer price index, i.e., a specific ‘basket’ of goods and services weighted by spending patterns in the economy.
Wealth Management
The Quest for Quality & How to Find It
When contemplating which stocks to buy, there are several different ways to break up the market. Companies can be segregated by country or sector, but we can also look at their particular attributes. We look at why investing in ‘quality’ is worth considering in the current environment.
Explainer
Differentiating A Bear Market From A Market Correction
In the jargon of financial markets a “correction” in a stock index is defined as a fall of 10 per cent and a “bear market” is a fall of 20 per cent. This correction is measured from the most recent peak in the market.
Wealth Management
Could Small Caps Could Benefit From a Market Bounce?
Valuations for the Australian small cap sector have recently fallen close to decade lows and could provide opportunities for investors to buy-in. We take a closer look at the market and some of the factors to consider.
Family Office
Big Wealth Transfer & Family Offices Appeal
With significant levels of family wealth set to change hands over the coming years, many high-net-worth families are opting to manage the transition by turning to a specialist family office service provider. We look at some of the benefits this service can deliver.
Explainer
Explainer: What is a recession?
As more commentators talk about a potential recession, investors should understand what a recession is, how common they are, and why it is important to remember that not every recession leads to a crisis.
Explainer
Explainer: Bonds Versus hybrids
This article explains the different roles played by bonds and hybrids in the fixed income category, in the context of the current investment environment.
Wealth Management
Global Assets Vs Australian Assets.
Most Australian investors still have too much exposure to Australian assets. This article looks at some of the reasons why and the role global assets can play in diversifying portfolios.
Financial Planning
Balancing wealth between spouses
As the saying goes ‘two heads are better than one’, and this is especially the case when it comes to tax and superannuation.
Wealth Management
Silver Linings in the New World
It might not feel like it, but the investing environment is better now than two years ago.
Markets
Recession Refresher
Financial strains are rising, yet the Federal Reserve remains more concerned about the medium-term implications of high inflation than the potential damage to the financial system.
Markets
Watching Financial Strains
After several small bank failures, pressures have recently emerged in the US financial system.
Wealth Management
New Dawn for Small Caps
Many risks are still facing the US market, but this valuation cushion provides some protection for small caps in the short term and points to the potential for strong gains once there is more clarity on the outlook.
Wealth Management
The Reasons for REITs
Despite the forecast of rising interest rates, Australian Real Estate Investment Trusts (REITs) currently stand out as an attractive sector with COVID recoveries not yet priced in. This is one of the reasons why now could provide an opportunity for investors looking to get exposure to property.
Markets
Watching Commercial Property
The potential for financial strains within the commercial property market remains a key macro risk.
Roadmap
