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ICE 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, 2025SGH LaSalle Concentrated Global Property Fund update – Q1 2025
SGH LaSalle Concentrated Global Property Fund update: Strong relative performance in a volatile start to the yearBrent Tuckerman1 May, 2025Market update: What on earth is going on?
Market update: Steve Hiscock and Rob Hogg unpack sentiment shocks, tariff turmoil, and why Australia may be better positioned than most.Brent Tuckerman17 April, 2025From defence metals to gold mergers: Portfolio moves in March 2025
The SGH Opportunities Fund delivered an exceptional performance in January 2025, significantly outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index. The fund posted a total net return of +9.55%…Brent Tuckerman14 April, 2025Trump’s 90-day tariffs pause triggers major equity rally
Trump's 90-day tariff pause triggered a major equity rally, but rising bond volatility and policy flip-flops keep markets on edge. Here’s our take.Brent Tuckerman10 April, 2025Steady in Uncertain Times: A Values-Driven Approach
David Chen details the March quarter was very volatile amid growing uncertainty on the impact of US President Donald Trump’s Tariffs on the global economy. Things kicked off on a…Brent Tuckerman9 April, 2025Tariffs and Trillions: US Trade Turmoil Meets German Fiscal Firepower
March 2025 saw volatility driven by US tariffs, a massive German fiscal package, shifting USD dynamics, weakening US sentiment, and softer Australian CPI and jobs data.Brent Tuckerman7 April, 2025Tariffs, Tipping Points and Butterfly Effects: Trade Turbulence Hits Global Markets
Episode 7 of The Active Investor w/SGH: Tariffs spark global market volatility as equity sentiment shifts. Explore impacts on Australia, China, and investor outlook in this SGH market update.Brent Tuckerman7 April, 2025Market Reset in Motion: Making Sense of the Sudden Slide
Markets are sliding amid new US tariffs and policy uncertainty. Discover what's driving the volatility and where active investors might find opportunity.Brent Tuckerman7 April, 2025
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