Slowing but Growing

Recent data suggests a potential soft landing for the global economy, as an increasing number of central banks are cutting rates to sustain growth amidst slowing momentum and inflation.

Delayed Not Derailed

The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%. 

Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond. 

The Everything Rally

Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively. 

Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond. 

Defying Trends

Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond. 

Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.

We are locking in higher yields by increasing our overweight position to Fixed Interest.

Playing it Safe

So far, 2023 has been better than expected, with a broad range of assets delivering healthy returns in the face of weak confidence.

Our April report examines the key themes driving these returns and the outlook.

Rotating the strike

Welcome to the January 2023 edition of our Quarterly Investment Report.

This report brings you key investment insights from our research partners and independent advisory board.

Margin of Safety

Welcome to the October 2022 edition of our Quarterly Investment Report.

This report brings you key investment insights from our research partners and independent advisory board.

Balancing Act

Welcome to the July 2022 edition of our Quarterly Investment Report.

This report brings you key investment insights from our research partners and independent advisory board.

Staying Flexible Welcome to the April 2022 edition of our Quarterly Investment Report. We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets,

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.