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Insurance industry trends in the US and Australia
Discover insurance industry trends in premiums, brokers, and tech with insights to navigate 2024’s market changes.
Read moreUS Healthcare Sector: Advancements in Medical Technology
Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.
Read moreShawn Lee: SGH Australian Small Companies Fund Update
The SGH Australian Small Companies Fund outperformed the benchmark by 2.5% net of fees over the September quarter. The fund delivered net returns of 9%, outperforming the Small Ordinaries Accumulation Index, which delivered returns of 6.5%.
Read moreUS 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.
Read moreWhich 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 AI does have significant potential, but only time will tell how much of that potential will be realised.
Read more5 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 we see tangible earning outcomes.
Read moreU.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...
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