Media

March 2024 – Market Commentary

The Fund delivered +0.74% in March, 9.49% over 12 months and 6.87% annualised since inception...

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...

Arrears rising, should credit investors be concerned?

The proliferation of fixed income and credit options within Australia over the last 2-3 years...

February 2024 – Market Commentary

The Fund delivered +0.70% in February, 9.51% over 12 months and 6.84% annualised since inception...

January 2024 – Market Commentary

As we move through Q1 of 2024, many of our clients are eager to understand...

4 potholes fixed income investors need to avoid

Successful investing is as much about avoiding losers as picking winners, which means dodging the...

December 2023 – Market Commentary

The Fund delivered +0.80% in December, 9.43% over 12 months and 6.79% annualised since inception...

November 2023 – Market Commentary

The Fund delivered +0.72% in November, 9.35% over 12 months and 6.75% annualised since inception...

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...

October 2023 – Market Commentary

The Fund delivered +0.77% in October, 9.34% over 12 months and 6.73% annualised since inception...

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...

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...