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Financial Intermediaries
Financial Intermediaries
We offer a traditional suite of high conviction, global multi-asset portfolios actively managed under the transparent and efficient managed account structure.
Combining proprietary research and a focus on risk management, the portfolios
have a strong track record of outperformance with our staff invested alongside you.
Investors are increasingly taking on higher investment risk to achieve double digit returns. The Fund is available for wholesale investors seeking double digit returns over the long term and liquidity.
With a broad global opportunity set, the Fund is diversified across asset class with a flexible mandate and a strong focus on risk management.
Australia is at, or close to the end, of the fastest monetary policy tightening cycle since the late 1980s. Every economic cycle is unique, but most would have expected a greater impact on the economy from higher interest rates by now, particularly given Australian households are among the most indebted in the world. In this month’s Market Insight, we look under the hood of the Australian economy to see the winners and losers from this rate hiking cycle.
Australia is at, or close to the end, of the fastest monetary policy tightening cycle since the late 1980s. Every economic cycle is unique, but most would have expected a greater impact on the economy from higher interest rates by now, particularly given Australian households are among the most indebted in the world. In this month’s Market Insight, we look under the hood of the Australian economy to see the winners and losers from this rate hiking cycle.
Australia is at, or close to the end, of the fastest monetary policy tightening cycle since the late 1980s. Every economic cycle is unique, but most would have expected a greater impact on the economy from higher interest rates by now, particularly given Australian households are among the most indebted in the world. In this month’s Market Insight, we look under the hood of the Australian economy to see the winners and losers from this rate hiking cycle.
History’s most well flagged recession is yet to arrive in the US and markets seem to have given up waiting. In this month’s Market Insight, we re-assess the probability that the Federal Reserve manages to engineer a soft landing in the US
History’s most well flagged recession is yet to arrive in the US and markets seem to have given up waiting. In this month’s Market Insight, we re-assess the probability that the Federal Reserve manages to engineer a soft landing in the US
Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy and souring in tensions between China and the west, leading towards multi-polarity in the global economic and political system. We think this trend will continue and intensify in the decades ahead and there are longer term implications for investors.
Commentary around the decline of the United States as the planet’s sole hegemon has intensified in recent years in response to growth in China’s economy and souring in tensions between China and the west, leading towards multi-polarity in the global economic and political system. We think this trend will continue and intensify in the decades ahead and there are longer term implications for investors.
In this month’s Market Insight, we review the outlook for China’s economy and what that means for relative equity market performance. Ultimately, like most things in China, this outlook hinges on what the Government chooses to do given underlying growth remains weak and stimulus to date has not been not enough to kickstart a strong recovery.
In this month’s Market Insight, we review the outlook for China’s economy and what that means for relative equity market performance. Ultimately, like most things in China, this outlook hinges on what the Government chooses to do given underlying growth remains weak and stimulus to date has not been not enough to kickstart a strong recovery.
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