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May 2026: Climbing the wall of worry
Episode #15 of The Active Investor with SGH dives into the September 2025 reporting season – record volatility, small-cap strength, and the widening gap between domestic defensives and global cyclicals.…Brent Tuckerman4 May, 2026CIO market update for May 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 May, 2026Catholic Values Trust & Income Trust update – March Quarter 2026
Catholic Values Trust & Income Trust update: March Quarter 2026 In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, outlines how rising inflation,…Brent Tuckerman21 April, 2026SGH LaSalle Concentrated Global Property Fund update – March Quarter 2026
In this SGH LaSalle Concentrated Property Fund update for Q2 2025, Matt Sgrizzi covers GREIT performance, portfolio changes, and where the team sees compelling value today.Brent Tuckerman17 April, 2026SGH Property Income Fund update – March Quarter 2026
In this SGH Property Income Fund update, Grant Berry reviews Q2 2025 results, major portfolio changes, and the fund’s positioning for income and value.Brent Tuckerman16 April, 2026SGH High Conviction Fund update – March Quarter 2026
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman15 April, 2026ICE Fund update – March Quarter 2026
In this ICE Fund update for Q2 2025, Roger Walling discusses standout stocks like Catapult and Life360, fund positioning changes, and what to expect next.Brent Tuckerman15 April, 2026SGH Opportunities Fund update – March Quarter 2026
The SGH Opportunities Fund outperformed in Q2 2025, delivering a 16.5% return after fees. Rory Hunter and Sophie Smith discuss the standout names and what they’re watching next.Brent Tuckerman15 April, 2026IMC Global Small Companies Fund update – March Quarter 2026
In this Q2 2025 IMC fund update, Portfolio Manager Travis Prentice breaks down how the fund outperformed in a volatile quarter and where it's finding strength now.Brent Tuckerman15 April, 2026
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