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ICE 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.Brent Tuckerman3 February, 2025Shawn 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…Brent Tuckerman3 February, 2025SGH 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…Brent Tuckerman3 February, 2025EAM 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…Brent Tuckerman3 February, 2025November 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.Brent Tuckerman3 February, 2025Our Views on the News: US elections edition with CIO Rob Hogg
US Elections produced a faster-than-expected result in what had appeared to be a close-fought election campaign that ended up being a clear Republican victory.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, 2025Politics and Markets Collide: Exec Orders, Tariffs, Tik-Tok and DeepSeek
Politics and Markets Collide: Trump’s first week back in office has been nothing short of eventful. From executive orders and trade tariffs to TikTok’s uncertain future and the rise of…Brent Tuckerman3 February, 2025
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