Quarterly Investment Report – January 2022
Transition
Welcome to the January 2022 edition of our Quarterly Investment Report.
This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
We look forward to working with you throughout the year.
Market Update – January 2022
Equities in a tug-o-war
Below is a brief update following the recent period of heightened volatility.
Next Friday, we'll share a detailed view after our Q1-2022 Advisory Board meeting.
Quarterly Investment Report – October 2021
The Narrowing Path
Welcome to the October 2021 edition of our Quarterly Investment Report.
This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
ASX Reporting Season Wrap
Delta, Dividends and Small Caps feature
This year's reporting season revealed a strong rebound to earnings and dividends in the face of a delta variant that has temporarily delayed but not derailed the outlook.
Market Update – September 2021
Perspective
We have seen an increase in market volatility this week, driven by uncertainty over Chinese property and U.S. central bank policy changes.
Quarterly Investment Report – July 2021
Peak growth
Welcome to the July 2021 edition of our Quarterly Investment Report.
This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
Fund Manager Update – Partners Group Global Value Fund
Below is a recording of our recent webinar with Partners Group, a global private investment manager.
Since 1994, the swiss based firm has invested over USD 150 billion in private equity, private real estate, private debt and private infrastructure on behalf of clients.