Agenda
Agenda
Setting the Investment Agenda
Monthly Agenda June 2020 – The Walking Fed
Twenty years ago, “The Simpsons” famously aired an episode of Donald Trump as President of the United States. Ten years ago, the television series “The Walking Dead” introduced us to a virus that creates a zombie apocalypse on earth. Today, (the real) President Donald Trump …
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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
Escala Partners Podcast Series: The Fund Managers 7
Hear from Nick Griffin, CIO of Munro Partners, as he tells us how the team tackled the March selloff in equity markets and what structural growth themes they are focusing on going forward.
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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
Selector Australian High Conviction
Selector is a high conviction, index agnostic, growth-orientated Australian equities manager.
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