Agenda
Agenda
Setting the Investment Agenda
Monthly Agenda March 2020 – Long Live Schumpeter
There is a lot of negative news, views and opinions in financial markets right now. This negativity is rightly occurring on a number of fronts – disrupted supply chains that cannot be fixed necessarily by fiscal or monetary policy; the coronavirus not being as contained as previously thought; …
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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
Escala Partners Podcast Series – The Fund Managers
What are the macroeconomic and market implications of the coronavirus crisis? Hear from our Chief Investment Officer, Tracey McNaughton, as she interviews one of our global equities managers, Rob Almeida from MFS.
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ASSET ALLOCATION
ASSET ALLOCATION
A quarterly summary of finances
Asset Allocation October 2019
In this quarterly report we have reviewed aspects in financial markets that are, in our opinion, unique to the cycle and those that are the same as historical patterns.
• Economic growth is expected to remain sluggish for the time being but we are of the view a widespread recession is …
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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 Profiles
SMA Profiles
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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