Global perspectives from
our Principal Advisers

Market Update – February 2022

Below are our early observations regarding the current crisis in Ukraine. We are monitoring the situation closely and hearing from a range of industry experts to understand the impact as it evolves. Ultimately, short-term outcomes are difficult to predict. This reinforces the benefits of having

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Quarterly Investment Report – January 2022

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.

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Market Update – January 2022

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.

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Quarterly Investment Report – October 2021

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.

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ASX Reporting Season Wrap

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.

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Market Update – September 2021

We have seen an increase in market volatility this week, driven by uncertainty over Chinese property and U.S. central bank policy changes.

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