April 2024 – Market Commentary

The Fund delivered +0.86% in April, 9.57% over 12 months and 6.91% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. We are pleased to [...]

Manning Asset Management – Q1 CY24 Market Insights

Josh Manning, Portfolio Manager and Founder presents the Q1 2024 market update for Manning Asset Management.

March 2024 – Market Commentary

The Fund delivered +0.74% in March, 9.49% over 12 months and 6.87% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   Past [...]

Elevated stakes: assessing the risk premium of construction finance

With Australia’s population forecasted to reach over 29 million by 2030, driven by net migration of around 500,000 per year, the demand for new housing is at record highs. The Australian [...]

Arrears rising, should credit investors be concerned?

The proliferation of fixed income and credit options within Australia over the last 2-3 years has been immense. With higher cash rates and volatility of other asset classes, this has been a [...]

February 2024 – Market Commentary

The Fund delivered +0.70% in February, 9.51% over 12 months and 6.84% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. The Fund carried a [...]

January 2024 – Market Commentary

As we move through Q1 of 2024, many of our clients are eager to understand our views on what this year may hold for the Fund and how we are positioning the portfolio. Foundationally, one needs to [...]

4 potholes fixed income investors need to avoid

Successful investing is as much about avoiding losers as picking winners, which means dodging the following pitfalls is a good start. The secret to successful investing in the fixed income and [...]

December 2023 – Market Commentary

The Fund delivered +0.80% in December, 9.43% over 12 months and 6.79% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. There are several [...]

November 2023 – Market Commentary

The Fund delivered +0.72% in November, 9.35% over 12 months and 6.75% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate. In December 2022, [...]