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Strong 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.
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What’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 are positioning our portfolio for long-term income stability.
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Resilience 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...
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From Banks to Resources: How We’re Positioning for 2025
Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio moves. Discover their take on bank valuations, resource sector opportunities, and strategies for navigating market concentration risks. Stay informed with this in-depth market update.
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It’s all about Trump (and the US CPI)
Market performances in January were shaped by the response of investors to incoming President Trump’s raft of Executive Orders, the mid-month release of the better-than-expected US December Consumer Price Index (CPI) and, after that, pronouncements by President Trump regarding tariffs.
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7% 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 a compelling investment in a changing rate environment.
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Politics and Markets Collide: Exec Orders, Tariffs, Tik-Tok and DeepSeek
Politics and Markets Collide: Trump’s first week back in office has been nothing short of eventful. From executive orders and trade tariffs to TikTok’s uncertain future and the rise of DeepSeek AI, we break down what it all means for markets, inflation, and investors.
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Informed momentum: Winners, Losers, and Emerging Trends in Global Smalls
The performance of the EAM Global Small Companies Fund in the December quarter was very strong, both in absolute and in a relative sense, in Australian dollar terms was up a little over 11%, beating the index by 258 basis points.
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GREITs: A Market Reversal and Investment Opportunities
The global capital markets experienced a big reversal between the last two quarters. After flying high previously, REITs sold off last week. Aggressive Fed rate cuts and US election results bolstered the outlook for the US economy and sent long-term interest rates higher. This weighed on REITs, particularly those outside the US, after they performed strongly in the previous quarter.
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The Active Investor: From Macro to Micro – 2025 Themes and Investment Outlook
Join Stephen Hiscock, Founder and Chair of SG Hiscock & Company, and Rob Hogg, Chief Investment Officer, as they explore the 2024 Market Recap and 2025 Outlook: from macro trends to micro impacts.
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LaSalle: 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 other asset classes, or both. And we are starting to see signs of the fourth ‘golden’ era emerge.
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Rob Hogg: Market and macro impact of President Trump’s re-election
Key market insights from November, including the impact of President Trump’s re-election on US and global markets, bond yield dynamics, Australian rate cut expectations, and global economic outlook. Stay updated on trends in equity markets, inflation, and monetary policy shifts.
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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 market impacts and future outlook.
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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.
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Our Views on the News: US elections edition with CIO Rob Hogg
US Elections produced a faster-than-expected result in what had appeared to be a close-fought election campaign that ended up being a clear Republican victory.
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November market update: Re-evaluation of market’s expectations
Strong US data, resilient Aussie employment, and persistent inflation highlight October market trends and rate cut expectations.
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US Healthcare Sector: Advancements in Medical Technology
Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.
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5 years of the SGH LaSalle Concentrated Global Property Fund
The SGH LaSalle Concentrated Global Property Fund celebrates 5 years of market success, ranked #1 in Morningstar’s real estate fund category.
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