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Rob Hogg: July – a month of “rotation” in equity markets
July was a month of “rotation” in equity markets, weaker commodity prices, and further easing in global inflation pressures. This shifting dynamic resulted in rising hopes across the globe for…Brent Tuckerman3 February, 2025Rob Hogg: Few Notes on Recent Market Turbulence
Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have…Brent Tuckerman3 February, 2025SGH Property Income Fund – June Quarterly Update
The SGH Property Income Fund is about investing in quality real estate for income.Brent Tuckerman3 February, 2025August Macroeconomic Update
There seem to have been several factors that have come together and given us this period of turbulence and they're all somewhat interrelated but they're all also independent, but they've…Brent Tuckerman3 February, 2025Rob 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.Brent Tuckerman3 February, 2025Rob 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…Brent Tuckerman3 February, 2025SGH 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.Brent Tuckerman3 February, 2025SGH Enhanced Income Trust: September 2024 Quarter Update with Stratton Bell
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…Brent Tuckerman3 February, 2025SGH 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.Brent Tuckerman3 February, 2025
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