The EAM Global Small Companies Fund has been added to the HUB24 platform, giving investors greater access to opportunities in global small cap companies. It is the fourth platform that the fund has been listed on since it was launched in Australia late last year, following Praemium, Powerwrap and Mason Stevens.

SG Hiscock & Company (SGH) is delighted to have the SGH LaSalle Concentrated Global Property Fund nominated as a finalist in the 2024 Financial Newswire Fund Manager of the Year Awards for the GREITs category.

Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital - can result in strong returns and the potential to outperform traditional equity indices.

Influenced by news of slowing inflation and growth momentum in the US in particular, June was a positive month for most global equity and bond markets (with bond yields falling). French markets were an exception as political uncertainty rose with the calling of an early election.

Last night in the US two key events occurred – the release of the May Consumer Price Index (CPI) and the latest Federal Open Market Committee (FOMC) announcement. The CPI had more market impact.

May was a month of two halves for equity and bond markets. In the first half of the month equity and bond prices rose (bond yields fell), but the second half of the month witnessed a turnaround taking many equity markets lower from record intra-month highs.

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.

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.

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.

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

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 LaSalle Concentrated Global Property Fund was flat to the index for the quarter.

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.

March quarter performance and key drivers* It was another strong quarter in terms of equity market performance with the ASX...

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