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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.
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 more5 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.
Read moreEAM Global Small Companies Fund – Quarterly Update
the year to date has been strong through September where our portfolio is up over 16 percent in The benchmark up a little bit over 9 percent, or about 700 basis points of excess return
Read moreSGH Ex-20 Australian Equities Fund – September 2024 Update
The fund had a strong performance for the September quarter, up 6.5% net of fees. The fund has historically offered very strong downside protection and it's not unusual for the fund to underperform in very strong markets.
Read moreConsumer 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.
Read moreSGH LaSalle Concentrated Global Property Fund – September Quarter Update
The SGH LaSalle Concentrated Global Property Fund performed strongly in this rally, outperforming by about 250 basis points and up over 16% in the quarter.
Read moreSGH High Conviction Fund – September 2024 Update
Over the last 12 months, the SGH High Conviction Fund has returned about 22%, adding 7.4% during the September quarter.
Read moreICE 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.
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 moreSeptember 2024 Quarter 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%.
Read moreSGH 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.
Read moreLaSalle & SG Hiscock: Finalists in the 2024 Zenith Fund Awards
LaSalle Investment Management and SG Hiscock & Company (SGH) are delighted to be nominated as a finalist in the 2024...
Read moreRob Hogg: Out-sized rate cut in the US and rate-cut resistance from the RBA
September witnessed an out-sized rate cut by the US central bank, renewed stimulus measures by Chinese authorities, and continued rate-cut resistance from the Reserve Bank of Australia. We remain optimistic but cautious about the market outlook and, while we expect a modest consolidation of recent moves, at this stage the catalysts for a significant selloff are not present.
Read moreMomentum and quality are key factors in an optimised portfolio
Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important factors that drive returns.
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 moreRob Hogg: From extreme volatility to recovered losses
Early August witnessed extreme volatility in equity markets but by month’s end most markets had fully recovered their losses. Rate cut expectations became more pronounced over the month.
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