Insights
Expert insights from SGHiscocks’ investment team. Offering informed perspectives on markets, strategy, and long-term investment themes.
Our latest insights
Resources and insights
The latest industry news, interviews, technologies, and resources.
Blog categories
August 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, 2025SGH 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.Brent Tuckerman3 February, 2025Rob 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…Brent Tuckerman3 February, 2025GREITs: 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…Brent Tuckerman3 February, 2025
Stay in the loop
Get the latest insights and company news direct to your inbox.