Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.

Australian and global growth, and earnings remain surprisingly resilient as the outlook for the timing (and likelihood) of central bank policy cuts remains key.

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.

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%.

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.

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.

Morgan Stanley Engage report covers the engagement activities of the International Equity Team, acting on behalf of its clients in the strategies managed.

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.

Global investment company abrdn says the potential for a mild recession in late 2024 in the US, coupled with elections...

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

December quarter 2023 Key performance drivers for the SGH Medical Technology Fund in the December quarter? For the SGH Medical...

December quarter 2023 Key drivers for the SGH Property Income Portfolio performance in the December quarter of 2023? Last quarter...

Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies...

Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies...

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.

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

By Rory Hunter Fintech platform Praemium (ASX:PPS) released their FY23 full year result during August, which we highlight as the...

By Rory Hunter, Portfolio Manager of the SGH Medical Technology Fund and the SGH Opportunities Fund Ripe for disruption. The US...