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Catholic Values Trust & Income Trust update – Q2 2025
In this Income Trust & Catholic Values Trust update, David Chen discusses Q2 2025 performance, portfolio shifts, and the trust’s values-based investing philosophy.Brent Tuckerman25 July, 2025Informed momentum: Winners, Losers, and Emerging Trends in Global Smalls
The performance of the EAM Global Small Companies Fund in the December quarter was very strong, both in absolute and in a relative sense, in Australian dollar terms was up…Brent Tuckerman22 July, 2025IMC Global Small Companies Fund update – Q1 2025
In this IMC fund update, we unpack Q1 2025 performance, the impact of DeepSeek and US policy changes, and why momentum and small caps may be poised to rebound.Brent Tuckerman22 July, 2025CIO market update for May 2025
In this month’s CIO market update, Rob Hogg discusses investor habituation to tariff volatility, a strong rebound in equities, and resilient economic data. While uncertainty persists, both the US and…Brent Tuckerman10 July, 2025CIO market update for June 2025
In this month's CIO market update, Rob Hogg explores why markets remained surprisingly calm amid global tensions, and how trade talks and rate cut expectations drove investor optimism.Brent Tuckerman10 July, 2025
The RBA holds cash rate at 3.85% – but is a cut still coming?
Markets expected a rate cut in July, but the RBA held firm at 3.85%. SG Hiscock's CIO Rob Hogg explores the reasoning behind the pause and what comes next.Brent Tuckerman10 July, 2025Australian REIT sector outlook: Rebound ahead
As interest rates fall and demand outpaces supply, the Australian REIT sector is regaining momentum. SG Hiscock’s Grant Berry outlines the structural drivers supporting a rebound and what they mean…Brent Tuckerman30 May, 2025CIO market update for April 2025
In this CIO market update, we unpack a volatile April shaped by Trump’s tariff twists, weakening US sentiment, and market uncertainty. Despite global turbulence, Australia remains comparatively well-positioned, with the…Brent Tuckerman2 May, 2025ICE Fund update – Q1 2025
In this ICE Fund update, Roger Walling covers Q1 2025 performance, major portfolio contributors, and the franchise-driven strategy behind the ICE Fund.Brent Tuckerman1 May, 2025
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