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Agenda

Agenda

Setting the Investment Agenda

Monthly Agenda May 2020 – Disconnected

The outbreak of the corona crisis has left many of us feeling disconnected from friends, families, and work colleagues. Changes in the way we shop, work and play have occurred as a result. This is not the only disconnection that has occurred, however. Financial markets are also feeling disconnected …
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Insights

Insights

Bespoke market insights from our CIO

Australian Equity Insights - December 2019

Australian equities have lagged the recent rebound in global markets over the last quarter, although returns have still been positive. As we have noted, a key driver has been weak earnings, which was confirmed through August’s full year reporting season along with the recent results from the …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Perspective, an update from Escala Partners CIO - Update 8

Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners. Tracey will discuss our most up-to-date views on the virus, the impact on markets, the policy response and our current thinking from the CIO team in terms of opportunities the market …
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ASSET ALLOCATION

ASSET ALLOCATION

A quarterly summary of finances

Asset Allocation March 2020

We saw a strong start to 2020 as concerns over US-China trade, Brexit and impeachment subsided. However, the optimism faded late in the month as the coronavirus (labelled Covid-19) prompted a switch to safe-haven assets. Energy was particularly hard hit with WTI Crude Oil dropping from highs of $63.…
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FUND MANAGER PROFILE

Fund Profiles

Profiling the best of fund management

Aberdeen Emerging Opportunities Fund

Aberdeen Asset Management was founded in 1983 and is headquartered in London. The company is listed on the London Stock Exchange.
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SMA Commentary

SMA Commentary

Profiling Separately Managed Accounts

Martin Currie - Income Model Portfolio

Martin Currie aim to provide an annual franked income of more than 25% in excess of the S&P/ASX 200 Index yield before fees and after taxes. The Trust also aims to provide long term growth in its income stream in excess of the rate of inflation (as measured by the Consumer Price Index).
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