Tariff roulette and portfolio implications

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President Trump has long been a voracious proponent of tariffs, which has been central to his ‘America First’ economic and trade policy. Tariffs were a cornerstone policy in his re-election... Read more continue reading

CPD: The Fragmentation Era

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In our 2024 Secular Outlook, “Yield Advantage[1],” we argued that central banks had largely tamed inflation and would soon start cutting interest rates. We said risks were shifting from growth... Read more continue reading

Investors need to prioritise companies issuing dividends

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In times of economic and political turbulence, investors seeking stability and long-term value should focus on companies still issuing dividends, according to Kera Van Valen, portfolio manager of GSFM fund... Read more continue reading

As the probability of a US recession drops where should you be investing?

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The risk of a US recession has dropped markedly since US President Trump first announced widespread tariffs in April, with a soft landing now the more likely outcome, according to... Read more continue reading

Trump-related uncertainty sparks strategic portfolio shifts

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Advisers are recalibrating client portfolios and communications strategies in response to global political volatility, according to the latest quarterly research conducted by Praemium in partnership with CoreData. The research reveals... Read more continue reading

Reframing fixed income: the old rules are no longer fixed

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Bond markets are in a new regime ‘safe havens’ are no longer acting as such, and investors can no longer expect asset classes to behave as they have done historically.... Read more continue reading

CPD: Retirement income strategy choices

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There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate... Read more continue reading

Aussies feel FOMO on private markets

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A third (32%) of Australian investors are feeling FOMO on private asset investments opportunities saying, ‘I feel like I’m missing out on the best opportunities like SpaceX and Open AI’.... Read more continue reading

Uncertainty continues to dictate outlook

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Investors await clarity on US policy US policy uncertainty and its outlook implications remain front and centre. In the case of adverse outcomes, US assets remain most at risk, given... Read more continue reading

Five trends impacting earnings growth

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1. U.S. Tariff Policy Is Disrupting Global Markets More details about changes to U.S. tariff policy are emerging, but significant uncertainty remains. The number of S&P 500 companies mentioning “uncertainty”... Read more continue reading