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, [...]

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 [...]

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 [...]

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 [...]

How investors can access 9% yields in this asset class | Article from Livewire

The secret to this fund manager’s seven-year track record is to just keep it simple. Written by Hans Lee, Livewire Markets If there’s one common trait among fund managers that [...]

4 reasons why investors are buying more fixed income

Fixed income has matured as an asset class, driven by the global rise in cash rates, resulting in increased yields. Heightened market volatility has also emphasised the need for diversification [...]

Manning Monthly Income Fund | Fund in Focus from livewiremarkets.com

How we’re answering one of the most pressing questions from investors One adviser said that it’s hard to find income these days without taking big risks. Now, there’s a fund [...]

The secrets to this fundie’s 7-year winning streak will surprise you | Article from Livewire

For years, conventional fixed income struggled to pay rates. But Manning Asset Management continues to beat the crowd – Written by Hans Lee, Livewire Markets.   The story of [...]

Webinar – Investor Implications Amid the RBA’s Economic Transition

Australian Fixed-Income Markets Unveiled – Investor Implications Amid the RBA’s Economic Transition   As the RBA moves from pumping to decelerating Australia’s economy, [...]

Webinar – Interest Rates, Property Prices and the Role of Credit in Today’s Portfolio

Josh Manning, Portfolio Manager at Manning Asset Management, and Charlie Viola, Partner & Managing Director – Wealth at Pitcher Partners, discuss interest rates, property prices and [...]

Inflation Nation: Video Podcast

Josh Manning, Portfolio Manager at Manning Asset Management, and Charlie Viola, Partner & Managing Director – Wealth at Pitcher Partners, discuss interest rates, property prices and [...]

Webinar: Rising Bond Yields – Implications and Opportunities

Recent domestic bond market volatility has reverberated through many asset classes causing investors to question their portfolio allocations. While some aspects are often sensationalised, [...]

COVID-19 Environment Q&A

Disclaimer: This video may not be copied without the prior consent of the issuer Manning Asset Management Pty Ltd AFSL 509 561, ACN 608 352 576. This podcast is intended for use only by persons [...]