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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.
In this note we discuss the performance of the listed and unlisted real estate market in light of the significant headwinds it has faced since Covid and whether the outlook for demand and adjustment in valuations is creating opportunities for investors.
In this note we discuss the performance of the listed and unlisted real estate market in light of the significant headwinds it has faced since Covid and whether the outlook for demand and adjustment in valuations is creating opportunities for investors.
In this note we discuss the performance of the listed and unlisted real estate market in light of the significant headwinds it has faced since Covid and whether the outlook for demand and adjustment in valuations is creating opportunities for investors.
Bonds have been beaten down harder than the Wallabies in the 2023 World Cup. Rising interest rates since mid-2020 have delivered the largest loss in long dated bonds in at least forty years. In this month’s Market Insight, we take another look at bonds. Will the bloodbath continue? Or, as with equities in late 2002 or early 2009, does the historic sell off herald a generational buying opportunity?
Bonds have been beaten down harder than the Wallabies in the 2023 World Cup. Rising interest rates since mid-2020 have delivered the largest loss in long dated bonds in at least forty years. In this month’s Market Insight, we take another look at bonds. Will the bloodbath continue? Or, as with equities in late 2002 or early 2009, does the historic sell off herald a generational buying opportunity?
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
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