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Active Investing in a Post-Tariff World
Trump’s new tariff policy spooks markets, boosts recession fears. Here’s why active investors see opportunity in the correction.Brent Tuckerman7 April, 2025No surprise that the FOMC left the target rate unchanged at its March meeting
The FOMC left target rate unchanged, slows Quantitative Tightening maintains rate projections, and revises economic forecasts. Market reaction: bond rally, USD softens, equities rise. Could Fed cuts be delayed? Insights…Brent Tuckerman1 April, 2025
The Active Investor: Inside $90bn under management: Where LaSalle Allocates in Global Property?
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 March, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025Small Caps lead in February: Biotech, data centres & Energy One
Volatility hit markets, but Small Caps outperformed. See the SGH Opportunities Fund's February recap and key stock winners.Brent Tuckerman18 March, 2025Market performance: It is all about Trump, again
Market Update: Equity markets retreated in February as Trump's policy shifts fuel uncertainty. Australian and US bond yields fall amid economic slowdown signals, while RBA’s ‘hawkish’ rate cut tempers local…Brent Tuckerman13 March, 2025SGH LaSalle Concentrated Global Property Fund – Quarterly Update
December quarter 2023 What were the key drivers for the portfolio in the December quarter? Markets were volatile in the December quarter, but finished on a very strong note, rallying…Brent Tuckerman24 February, 2025The Active Investor: RBA decision, rates, stocks, geopolitics and other shifts
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 February, 2025The 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…Brent Tuckerman19 February, 2025
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