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Investment Office

Agenda

Agenda

Setting the Investment Agenda

Monthly Agenda August 2020 – A World of Possibilities

Today’s investment environment is one where there is a world of possibilities but few certainties. Part of the issue, in our view, is that this recession was caused by an event, rather than anything cyclical. How that event unfolds is uncertain. We take a look at five possible scenarios and …
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Insights

Insights

Bespoke market insights from our CIO

Australian Equity Insights - June 2020

The COVID-19 crisis that has unfolded over the last few months has precipitated a dramatic sharp decline in equity markets globally, including Australia, followed by a recovery phase that has almost mirrored the falls. Nonetheless, despite the gains made since late March, most key indices remain …
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IN CONVERSATION

IN CONVERSATION

Broadcast of periodic market insights

Perspective, an update from Escala Partners CIO - Update 16

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 June 2020

In the past three months, the US equity market put in its best performance in over 21 years while the US economy put in its worst performance on record. The disconnect between Wall Street and Main Street has never been so apparent. The main themes in Q2 are reflected in the titles of each of our …
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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

Selector Australian High Conviction

Selector is a high conviction, index agnostic, growth-orientated Australian equities manager.
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