We have a long combined history of investing across some of the world’s leading institutional funds management businesses, domestic pension funds and directly as advisors for high net worth clients.
Most investment portfolios today are structured around long-term average returns and a set and forget strategy. Investment markets have and will always be complex and dynamic. Markets do not adhere to a calendar, and nor do we.
We are committed to exceeding our clients’ expectations, continually seeking to innovate and evolve our service. We take the business of protecting and growing our clients’ wealth as serious as our own, investing our own money alongside them.
With the country staring down the barrel of another Federal election, this month’s Market Insight is dedicated to some fact checking around the ongoing claims around which party is the better “economic manager” and whether the election matters for domestic markets in any meaningful way.
With the country staring down the barrel of another Federal election, this month’s Market Insight is dedicated to some fact checking around the ongoing claims around which party is the better “economic manager” and whether the election matters for domestic markets in any meaningful way.
With the country staring down the barrel of another Federal election, this month’s Market Insight is dedicated to some fact checking around the ongoing claims around which party is the better “economic manager” and whether the election matters for domestic markets in any meaningful way.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
Commodity prices have been trending higher since the middle of 2020, driven largely by the improvement in global growth post Covid lockdowns. However, since the Russian invasion of Ukraine, price rises have become extreme. In this month’s Insight, we explore the drivers of commodity prices and what higher prices mean for central banks, the economy and markets.
Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike expectations from the US Federal Reserve (Fed). The potential for a faster pace of interest rate increases has led to markets now expecting lower growth and inflation in the future than was previously the case. In this Insight, we explore how far the Fed will go and the likely impact.
Markets have had a rocky start to the year, with expensive growth stocks bearing the brunt of selling. Key to this has been an aggressive repricing of rate hike expectations from the US Federal Reserve (Fed). The potential for a faster pace of interest rate increases has led to markets now expecting lower growth and inflation in the future than was previously the case. In this Insight, we explore how far the Fed will go and the likely impact.
Around this time last year, we made three broad market predictions. 1) The availability of vaccines would see a return to relative normalcy in the second half of 2021. 2) A recovery in growth and higher real interest rates would drive a rotation from growth into value stocks. 3) Equity markets will eventually come under pressure from rising long term interest rates. We were broadly correct on Covid with the notable exception of China and Australia. If you are vaccinated, life is pretty close to normal in most major economies. Our performance on the other two predictions was more mixed. Not to be disheartened, we again look to the coming year and consider some possible major market outcomes and assess the asset class implications.
Around this time last year, we made three broad market predictions. 1) The availability of vaccines would see a return to relative normalcy in the second half of 2021. 2) A recovery in growth and higher real interest rates would drive a rotation from growth into value stocks. 3) Equity markets will eventually come under pressure from rising long term interest rates. We were broadly correct on Covid with the notable exception of China and Australia. If you are vaccinated, life is pretty close to normal in most major economies. Our performance on the other two predictions was more mixed. Not to be disheartened, we again look to the coming year and consider some possible major market outcomes and assess the asset class implications.
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