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GREITs are in a uniquely strong position for growth in the current market dynamic

GREITs 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 their portfolios.

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abrdn: Investing in Asia's Green Transition

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.

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abrdn: Can emerging markets leapfrog developed economies?

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.

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SGH Medical Technology Fund - Quarterly Update

SGH 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 healthcare sector have started to look to patch up their balance sheet and looking to raise capital on some quite favourable returns.

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ICE Fund - Quarterly Update

ICE Fund – Quarterly Update

March 2024 Quarter Update, Roger Walling* The ICE Fund had an excellent quarter in March as the fund returned 11.5%...

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SGH Enhanced Income Trust - Quarterly Update

SGH 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 fees of 6%.

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EAM Global Small Companies Fund - Quarterly Update

EAM 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 from 2023.

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SGH Property Income Fund - Quarterly Update

SGH 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.

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Morgan Stanley Engage Report: Proxy Voting

Morgan 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.

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Global markets outlook: equities, bonds and alternatives

Global 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 to SG Hiscock & Company, and its fund manager partners EAM Investors and abrdn.

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abrdn positive on alternatives and fixed income for 2024

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...

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ICE Fund - Quarterly Update

ICE Fund – Quarterly Update

December 2023 Quarter What were the key drivers of the ICE Fund performance during the December quarter of 2023? The...

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SGH Medical Technology Fund - Quarterly Update

SGH 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...

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SGH Property Income Fund - Quarterly Update

SGH 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...

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A Focus on Company Fundamentals in 2024

A 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...

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Overvalued US equities could correct in 2024

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...

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Informed Momentum – the factors' factor?

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.

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How we assess the commercialisation prospects of medical devices

How we assess the commercialisation prospects of medical devices

CurveBeam AI: A case study Rory Hunter, Portfolio Manager for the SGH Emerging Companies Fund and the SGH Medical Technology...

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