Category
Investment Insights
Blog categories
September 2026: Better than Feared
In episode #26 of The Active Investor with SGH – September 2026: Better than Feared –In this month’s Active Investor, SGHiscock's CIO Rob Hogg is joined by Hamish Tadgell, Head…Brent Tuckerman8 September, 2026CIO market update for August 2026
In this CIO market update, Rob Hogg reviews August's key market drivers. For domestic investors, the most significant market moves in August occurred in the Australian bond market where news…Brent Tuckerman3 September, 2026Catholic Values Trust & Income Trust update – June Quarter 2026
In this quarterly update, David discusses the strong June quarter for the Trusts.Brent Tuckerman20 July, 2026July 2026: More Hawks than Doves.
In episode #24 of The Active Investor with SGH – July 2026: More Hawks than Doves – In this episode of The Active Investor with SGH, CIO Rob Hogg and CEO…Brent Tuckerman9 July, 2026The ICEPick – SkinKandy
In this latest version of ICE Investors, The ICEPick, we are pleased to announce another key ICE Fund holding, SkinKandyBrent Tuckerman7 July, 2026CIO market update for July 2026
In this CIO market update, Rob Hogg reviews June's key market drivers. Markets were significantly impacted in June by the near 20% fall in the oil price which declined through…Brent Tuckerman2 July, 2026The ICEPick – Steadfast
In this latest version of ICE Investors, The ICEPick, we are pleased to announce a key ICE Fund holding, Steadfast Group (ASX: SDF) has received a takeover bid at a…Brent Tuckerman24 June, 2026June 2026: From the Three Bears to Goldilocks
In episode #23 of The Active Investor with SGH – June 2026: From the Three Bears to Goldilocks – In this episode of The Active Investor with SGH, CIO Rob Hogg…Brent Tuckerman4 June, 2026CIO market update for June 2026
In this CIO market update, Rob Hogg reviews May's key market drivers. Against a background of continued heightened uncertainty regarding the conflict in the Middle East and its potential implications…Brent Tuckerman3 June, 2026Two structural shifts are redrawing the investment landscape — and global small caps are in the frame
IMC's Travis Prentice says AI disruption and the reshoring of manufacturing are reinforcing forces reshaping capital flows, competitive dynamics, and market leadershipBrent Tuckerman5 May, 2026May 2026: Climbing the wall of worry
In episode #22 of The Active Investor with SGH – May 2026: Climbing the wall of worry – In this episode of The Active Investor with SGH, Steve Hiscock is joined…Brent Tuckerman4 May, 2026CIO market update for May 2026
In this CIO market update, Rob Hogg reviews April's key market drivers. Global markets rebounded in April following a ceasefire announcement in the Middle East, recovering some of March’s losses,…Brent Tuckerman1 May, 2026Catholic Values Trust & Income Trust update – March Quarter 2026
Catholic Values Trust & Income Trust update: March Quarter 2026 In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, outlines how rising inflation,…Brent Tuckerman21 April, 2026SGH Property Income Fund update – March Quarter 2026
In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps how the fund performed, and highlights where the fund increased stock weights including…Brent Tuckerman16 April, 2026SGH High Conviction Fund update – March Quarter 2026
SGH High Conviction Fund update: March Quarter 2026 In this update Portfolio Manager Hamish Tadgell discusses key contributors and themes. He also covers recent positioning shifts and the impact of…Brent Tuckerman15 April, 2026ICE Fund update – March Quarter 2026
In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund, reviews the March quarter and highlights some outstanding Franchise investments including the Port of Tauranga and Skellerup…Brent Tuckerman15 April, 2026SGH Opportunities Fund update – March Quarter 2026
SGH Opportunities Fund update: March Quarter 2026Brent Tuckerman15 April, 2026IMC Global Small Companies Fund update – March Quarter 2026
Listen to this latest update from Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, as he shares how the…Brent Tuckerman15 April, 2026April 2026: Turmoil in the markets
In episode #21 of The Active Investor with SGH – April 2026: Turmoil in the markets – In this episode of The Active Investor with SGH, Steve Hiscock is joined by…Brent Tuckerman13 April, 2026CIO market update for April 2026
In this CIO market update, Rob Hogg reviews March's key market drivers. March was a turbulent month for global markets, dominated by the escalating war in the Middle East and…Brent Tuckerman1 April, 2026OIL Price Update – March 2026
Global investment market volatility reached a new crescendo on Monday, March 9, (Australian time) as the oil price (West Texas Intermediate - WTI) rose extremely sharply. The key WTI futures…Brent Tuckerman12 March, 2026CIO market update for March 2026
In this CIO market update, Rob Hogg reviews February's key market drivers. February markets were shaped by shifting investor views on AI’s disruptive impact, renewed uncertainty around US trade policy…Brent Tuckerman3 March, 2026February 2026: You can’t make this stuff up!
In episode #20 of The Active Investor with SGH – February 2026: You can't make this stuff up! – In this episode of The Active Investor with SGH, Steve Hiscock…Brent Tuckerman10 February, 2026February 2026: Pre-reporting season overview
In episode #19 of The Active Investor with SGH – February 2026: AI, Stablecoins & Small Companies – In this episode of The Active Investor with SGH, Steve Hiscock and…Brent Tuckerman5 February, 2026CIO market update for February 2026
In this CIO market update, Rob Hogg reviews January's key market drivers. January was marked by heightened market volatility, driven largely by ongoing uncertainty surrounding US President Trump’s policy pronouncements…Brent Tuckerman3 February, 2026November 2025: AI, Stablecoins & Small Companies
In episode #18 of The Active Investor with SGH – December 2025: AI, Stablecoins & Small Companies – In this episode of The Active Investor with SGH, Steve Hiscock and…Brent Tuckerman1 December, 2025CIO market update for November 2025
In this CIO market update, Rob Hogg reviews November's key market drivers. Global markets were driven by shifting expectations for U.S. rate cuts and concerns about an AI-driven bubble, leading…Brent Tuckerman1 December, 2025October 2025: Reluctant Bulls and Rising Bots.
In episode #17 of The Active Investor with SGH – November 2025: Reluctant Bulls and Rising Bots. – In this episode of The Active Investor, SG Hiscock & Company’s Executive…Brent Tuckerman7 November, 2025CIO market update for October 2025
In this CIO market update, Rob Hogg reviews October's key market drivers. Global equity markets continued to move higher, and the Australian equity market also performed positively. US CPI was…Brent Tuckerman3 November, 2025SGH High Conviction Fund update – September Quarter 2025
SGH High Conviction Fund update: A volatile quarter highlights the importance of valuation discipline and long-term fundamentals.Brent Tuckerman30 October, 2025ICE Fund update – September Quarter 2025
In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund, reviews the September quarter and highlights some outstanding Franchise investments including Baby Bunting, AP Eagers and the…Brent Tuckerman29 October, 2025SGH Opportunities Fund update – September Quarter 2025
SGH Opportunities Fund update: Benchmark-beating performance driven by minerals, gold and tech.Brent Tuckerman29 October, 2025IMC Global Small Companies Fund update – September Quarter 2025
In this IMC fund update for the September Quarter 2025, global small caps bounced back strongly in the US market and among Tech and Industrial sectors.Brent Tuckerman29 October, 2025SGH Enhanced Income Trust update – September quarter 2025
In this Enhanced Income Trust update, Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust, discusses the September quarter 2025 performance and positioning. He explains how the fund is…Brent Tuckerman29 October, 2025Catholic Values Trust & Income Trust update – September Quarter 2025
In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September…Brent Tuckerman28 October, 2025SGH Property Income Fund update – September Quarter 2025
SGH Property Income Fund update: Continuing strong performance driven predominantly by retail outperformanceBrent Tuckerman28 October, 2025September 2025: Sticky inflation – tricky situation!
n episode #16 of The Active Investor with SGH – October 2025: Sticky inflation - tricky situation! – In this episode of The Active Investor, SG Hiscock & Company’s Executive Chair…Brent Tuckerman9 October, 2025CIO market update for September 2025
In this CIO market update, Rob Hogg reviews September's key market drivers. Global equity markets recorded positive returns over the month, and Australian data led to a rethink of the…Brent Tuckerman2 October, 2025September 2025 reporting season rundown
In episode #15 of The Active Investor with SGH - September 2025 reporting season rundown, Steve Hiscock is joined by Hamish Tadgell, Head of Australian Equities, to unpack one of the…Brent Tuckerman10 September, 2025August 2025: Powell’s pivot & US housing under pressure
In episode #14 of The Active Investor with SGH – August 2025: Powell’s pivot & US housing under pressure – Steve Hiscock and Rob Hogg explore Jerome Powell’s dovish Jackson…Brent Tuckerman4 September, 2025CIO market update for August 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 September, 2025July 2025: No panic, no cuts – just GENIUS
In episode #13 of The Active Investor with SGH, Steve Hiscock and Rob Hogg explore July’s market calm, the passing of the GENIUS Act, and why investors remain cautious in…Brent Tuckerman8 August, 2025April recap: Volatility reigns supreme
Steve Hiscock and Rob Hogg discuss the impact of Trump's tariffs, bond market turmoil, and what April volatility means for markets, rates and investors.Brent Tuckerman7 August, 2025May markets & the rise of TACO
In Episode #11, Steve Hiscock and Rob Hogg unpack May’s market rally, the influence of “TACO” – Trump Always Chickens Out – and what it means for investors.Brent Tuckerman7 August, 2025June 2025: A Big Beautiful Market Review
In episode #12 of The Active Investor with SGH, Steve Hiscock and Rob Hogg discuss the market’s surprising calm in June, shifting rate expectations, and the potential impact of the…Brent Tuckerman7 August, 2025CIO market update for July 2025
Rob Hogg's CIO market update breaks down July’s major market shifts – from a surprising RBA hold and falling inflation in Australia to a stronger USD and weak US jobs…Brent Tuckerman4 August, 2025SGH High Conviction Fund update – Q2 2025
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman1 August, 2025SGH Opportunities Fund update – Q2 2025
The SGH Opportunities Fund outperformed in Q2 2025, delivering a 16.5% return after fees. Rory Hunter and Sophie Smith discuss the standout names and what they’re watching next.Brent Tuckerman30 July, 2025SGH Property Income Fund update – Q2 2025
In this SGH Property Income Fund update, Grant Berry reviews Q2 2025 results, major portfolio changes, and the fund’s positioning for income and value.Brent Tuckerman29 July, 2025IMC Global Small Companies Fund update – Q2 2025
In this Q2 2025 IMC fund update, Portfolio Manager Travis Prentice breaks down how the fund outperformed in a volatile quarter and where it's finding strength now.Brent Tuckerman25 July, 2025ICE Fund update – Q2 2025
In this ICE Fund update for Q2 2025, Roger Walling discusses standout stocks like Catapult and Life360, fund positioning changes, and what to expect next.Brent Tuckerman25 July, 2025Catholic Values Trust & Income Trust update – Q2 2025
In this Income Trust & Catholic Values Trust update, David Chen discusses Q2 2025 performance, portfolio shifts, and the trust’s values-based investing philosophy.Brent Tuckerman25 July, 2025SGH Enhanced Income Trust update – Q2 2025
In this Enhanced Income Trust update, Stratton Bell recaps Q2 2025 performance, shifting rate dynamics, and how the fund is positioned for yield.Brent Tuckerman25 July, 2025IMC Global Small Companies Fund update – Q1 2025
In this IMC fund update, we unpack Q1 2025 performance, the impact of DeepSeek and US policy changes, and why momentum and small caps may be poised to rebound.Brent Tuckerman22 July, 2025CIO market update for May 2025
In this month’s CIO market update, Rob Hogg discusses investor habituation to tariff volatility, a strong rebound in equities, and resilient economic data. While uncertainty persists, both the US and…Brent Tuckerman10 July, 2025CIO market update for June 2025
In this month's CIO market update, Rob Hogg explores why markets remained surprisingly calm amid global tensions, and how trade talks and rate cut expectations drove investor optimism.Brent Tuckerman10 July, 2025
The RBA holds cash rate at 3.85% – but is a cut still coming?
Markets expected a rate cut in July, but the RBA held firm at 3.85%. SG Hiscock's CIO Rob Hogg explores the reasoning behind the pause and what comes next.Brent Tuckerman10 July, 2025Australian REIT sector outlook: Rebound ahead
As interest rates fall and demand outpaces supply, the Australian REIT sector is regaining momentum. SG Hiscock’s Grant Berry outlines the structural drivers supporting a rebound and what they mean…Brent Tuckerman30 May, 2025CIO market update for April 2025
In this CIO market update, we unpack a volatile April shaped by Trump’s tariff twists, weakening US sentiment, and market uncertainty. Despite global turbulence, Australia remains comparatively well-positioned, with the…Brent Tuckerman2 May, 2025SGH Property Income Fund update – Q1 2025
SGH Property Income Fund: March 2025 quarter update - Grant Berry shares fund performance, positioning, and outlook amid market volatility.Brent Tuckerman1 May, 2025ICE Fund update – Q1 2025
In this ICE Fund update, Roger Walling covers Q1 2025 performance, major portfolio contributors, and the franchise-driven strategy behind the ICE Fund.Brent Tuckerman1 May, 2025SGH Enhanced Income Trust update – Q1 2025
In this SGH Enhanced Income Trust update, Stratton Bell outlines how the fund delivered strong returns amid volatility and why it remains focused on capital protection and income.Brent Tuckerman1 May, 2025Market update: What on earth is going on?
Market update: Steve Hiscock and Rob Hogg unpack sentiment shocks, tariff turmoil, and why Australia may be better positioned than most.Brent Tuckerman17 April, 2025Trump’s 90-day tariffs pause triggers major equity rally
Trump's 90-day tariff pause triggered a major equity rally, but rising bond volatility and policy flip-flops keep markets on edge. Here’s our take.Brent Tuckerman10 April, 2025Steady in Uncertain Times: A Values-Driven Approach
David Chen details the March quarter was very volatile amid growing uncertainty on the impact of US President Donald Trump’s Tariffs on the global economy. Things kicked off on a…Brent Tuckerman9 April, 2025Tariffs and Trillions: US Trade Turmoil Meets German Fiscal Firepower
March 2025 saw volatility driven by US tariffs, a massive German fiscal package, shifting USD dynamics, weakening US sentiment, and softer Australian CPI and jobs data.Brent Tuckerman7 April, 2025Tariffs, Tipping Points and Butterfly Effects: Trade Turbulence Hits Global Markets
Episode 7 of The Active Investor w/SGH: Tariffs spark global market volatility as equity sentiment shifts. Explore impacts on Australia, China, and investor outlook in this SGH market update.Brent Tuckerman7 April, 2025Market Reset in Motion: Making Sense of the Sudden Slide
Markets are sliding amid new US tariffs and policy uncertainty. Discover what's driving the volatility and where active investors might find opportunity.Brent Tuckerman7 April, 2025Active Investing in a Post-Tariff World
Trump’s new tariff policy spooks markets, boosts recession fears. Here’s why active investors see opportunity in the correction.Brent Tuckerman7 April, 2025The Active Investor: Inside $90bn under management: Where LaSalle Allocates in Global Property?
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 March, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025What’s Next for AREITs? Bond Yields, Valuations & Market Trends
SGH Property Income Fund’s December quarter update - key market trends, portfolio performance, and strategic adjustments in response to rising bond yields, REIT valuations, and sector-specific opportunities. Learn how we…Brent Tuckerman6 February, 2025Strong Returns & Small Cap Opportunities – ICE Fund Investment Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman6 February, 2025Resilience and flexibility amid economic uncertainty
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful but fantastic quarter, with several key factors driving Catholic Values…Brent Tuckerman5 February, 20257% Returns, Falling Rates & Portfolio Positioning for 2025
SGH Enhanced Income Trust navigates shifting interest rates and market volatility in December Quarter to deliver strong returns. Watch the video to her from Stratton Bell why fixed income remains…Brent Tuckerman4 February, 2025SGH Property Income Fund – Quarterly Update
SGH Property Income Fund had a good March quarter, extending performance from the prior quarter, which was also good. Alot went on over the quarter.Brent Tuckerman3 February, 2025SGH Property Income Fund – Quarterly Update
December quarter 2023 Key drivers for the SGH Property Income Portfolio performance in the December quarter of 2023? Last quarter was very strong for the AREITs sector and also, pleasingly,…Brent Tuckerman3 February, 2025ICE Fund – September 2024 Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman3 February, 2025SGH Medical Technology Fund – Quarterly Update
December quarter 2023 Key performance drivers for the SGH Medical Technology Fund in the December quarter? For the SGH Medical Technology Fund, the major drivers of performance in the quarter…Brent Tuckerman3 February, 2025ICE Fund – Quarterly Update
December 2023 Quarter What were the key drivers of the ICE Fund performance during the December quarter of 2023? The ICE Fund had an excellent quarter, gaining 5.5% net, and…Brent Tuckerman3 February, 2025EAM Global Small Companies Fund – Quarterly Update
The EAM Global Small Companies Fund had strong absolute and relative performance in the March quarter of 2024, as our informed momentum process and momentum itself staged quite a comeback…Brent Tuckerman3 February, 2025ICE Fund – Quarterly Update
March 2024 Quarter Update, Roger Walling* The ICE Fund had an excellent quarter in March as the fund returned 11.5% net of fees. For the 12 months rolling to the…Brent Tuckerman3 February, 2025SGH Property Income Fund – June Quarterly Update
The SGH Property Income Fund is about investing in quality real estate for income.Brent Tuckerman3 February, 2025SGH Property Income Fund – September 2024 Quarterly Update
The September quarter was a strong quarter for the AREIT sector and, in particular, the SGH Property Income Fund, which delivered a return of around 18% net to our investors.Brent Tuckerman3 February, 2025SGH Enhanced Income Trust: September 2024 Quarter Update with Stratton Bell
The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after…Brent Tuckerman3 February, 2025LaSalle: 2025 could be the new “golden era” for REITs
The modern REIT period has seen three “golden eras” of REIT investing, which have been characterised by either a dramatic growth in the REIT market or outsized investment returns versus…Brent Tuckerman10 December, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 abrdn: China’s outlook after Trump’s election
China announces a 10 trillion yuan debt swap to ease local government burdens, alongside cautious optimism for Chinese equities amid domestic policy tailwinds and global challenges like US tariffs. Explore…Brent Tuckerman10 December, 2024
Informed Momentum – the factors’ factor?
EAM Investors has developed a systematic investment process, Informed Momentum®, which has been designed to build upon the momentum premium to deliver alpha for clients.Brent Tuckerman21 November, 2024Hamish Tadgell – Taking Stock of Recent Market Volatility
Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have…Brent Tuckerman21 November, 2024Which AI wave is worth riding?
Proponents of artificial intelligence (AI) often tout productivity benefits that span virtually all industries and that will revolutionise how we define work while empowering employees through virtualisation and automation. Generative…Brent Tuckerman21 November, 20245 ASX small caps conquering the US market
We see the exciting side of developments in artificial intelligence and have positioned our portfolios to take advantage of companies that are early beneficiaries of the AI wave, and where…Brent Tuckerman21 November, 2024U.S. Market Outlook: Resilience Amid Uncertainty
By Shawn Lee, Portfolio Manager, SGH Australian Small Companies Fund Welcome to Our US Market x ASX Small Caps Series As part of our ongoing commitment to delivering valuable insights…Brent Tuckerman21 November, 2024US automotive sector at crossroads: Key insights
Explore trends in the US automotive sector, including shrinking dealer margins and the rise of hybrids, impacting Australia's auto market.Brent Tuckerman21 November, 2024
Consumer Staples: Stabilising force within the portfolio
compared to the MSCI World Index, Consumer Staples is now at a near 25-year low in terms of relative valuation and its lowest weight in the index this century.Brent Tuckerman21 November, 2024US Healthcare Sector: Advancements in Medical Technology
Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.Brent Tuckerman21 November, 2024Insurance industry trends in the US and Australia
Discover insurance industry trends in premiums, brokers, and tech with insights to navigate 2024’s market changes.Brent Tuckerman21 November, 2024Morgan Stanley Engage Report: Proxy Voting
Morgan Stanley Engage report covers the engagement activities of the International Equity Team, acting on behalf of its clients in the strategies managed.Brent Tuckerman21 November, 2024GREITs are in a uniquely strong position for growth in the current market dynamic
Global real estate investment trusts (GREITs) have delivered competitive, income driven total returns over the long term and pricing today offers an attractive opportunity for investors to add property to…Brent Tuckerman21 November, 2024Maximising Long-Term Gains: The Power of Compounding Returns on Equities
Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital - can result in strong returns and the potential to outperform traditional…Brent Tuckerman21 November, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 abrdn: Can emerging markets leapfrog developed economies?
Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.Brent Tuckerman26 April, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 abrdn: Investing in Asia’s Green Transition
Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.Brent Tuckerman26 April, 2024SGH Enhanced Income Trust – Quarterly Update
The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after…Brent Tuckerman22 April, 2024SGH Medical Technology Fund – Quarterly Update
We've seen some quite positive market sentiment in the broader market over the month, which led to an increased capital markets activity and some of those smaller stocks in the…Brent Tuckerman23 March, 2024Global markets outlook: equities, bonds and alternatives
Inflation and geopolitics continue to cause uncertainty in global markets outlook, however investors can still find pockets of opportunities from global trends including the energy transition and artificial intelligence, according…Brent Tuckerman18 March, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 abrdn positive on alternatives and fixed income for 2024
Global investment company abrdn says the potential for a mild recession in late 2024 in the US, coupled with elections in the US and elsewhere may lead to increased polarisation…Brent Tuckerman5 March, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 Overvalued US equities could correct in 2024
Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies to avoid exposing their portfolios to riskier companies which could…Brent Tuckerman4 March, 2024A Focus on Company Fundamentals in 2024
Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies to avoid exposing their portfolios to riskier companies which could…Brent Tuckerman30 January, 2024
