Why ‘wait and see’ is the worst investment strategy ever

We’re all prone to pulling the plug on our portfolios from time to time, but it’s probably not the most productive approach. – Written by Chris Conway | Livewire Markets   [...]

October 2023 – Market Commentary

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception (April 2016), continuing to deliver over 5% net return above the RBA cash rate.   We are [...]

Why it’s now more important than ever to diversify

Is diversification really the only free lunch in investing? While diversification is often termed ‘the only free lunch in investing’ I am not necessarily a believer. Diversification for [...]

The role of macroeconomic analysis in building a through-the-cycle portfolio

Join CIO Adrian Bentley and Head of Investment Solutions Juliet Shirbin, as they discuss the role of macroeconomic analysis in managing a through-the-cycle portfolio. The Manning Monthly Income [...]

September 2023 – Market Commentary

The Fund delivered +0.76% in September, 9.26% over 12 months and 6.70% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate. We are continuing the theme of [...]

August 2023 – Market Commentary

The Fund delivered +0.75% in August, 9.10% over 12 months and 6.67% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate.   Since May 2022 when the [...]

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Webinar – Navigating Fixed Income to Achieve Optimal Risk-Adjusted Returns

In the face of an unpredictable economic environment, skilfully managed fixed income investments can provide attractive risk-adjusted returns. Like all asset classes, risks remain that, when [...]

July 2023 – Market Commentary

The Fund delivered +0.78% in July, 8.97% over 12 months and 6.64% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate. With the rise of interest in fixed [...]

A guide to maximising fixed income returns

Beneath the yield fixed income investors receive, there are often overlooked avenues of transaction income many investors are missing out on.   The decade high RBA cash rate has been a boon [...]

June 2023 – Market Commentary

The Fund delivered +0.72% in June, 8.88% over 12 months and 6.60% annualised since inception, continuing to deliver over 5% net return above the RBA cash rate.   The Fund delivered 0.72% in [...]

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