CPD: Trend following investments – patience is a virtue

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Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue... Read more continue reading

MFS launches Global Contrarian Equity Trust for Australian investors

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MFS Investment Management® (MFS®) has expanded its equity product offering for Australian wholesale and institutional investors with the launch of the MFS Global Contrarian Equity Trust (Trust), which deploys an... Read more continue reading

Credit market downgrades are coming – and that spells opportunity

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Downgrades from investment grade to high yield, often referred to as ‘fallen angels’, have been rising. Counterintuitively, this could present one of the year’s most notable fixed income opportunities. Credit... Read more continue reading

Private equity: amid uncertainty, small is beautiful

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Despite rising uncertainty due to major US policy changes, our outlook for private equity remains positive. We are optimistic about small and mid-sized buyouts, early-stage venture capital, and continuation opportunities.... Read more continue reading

Healthcare sector on an upward trajectory despite macroeconomic uncertainty

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The increasing level of market uncertainty has minimal impact on the healthcare sector, as these companies tend to perform better when global uncertainty indicators increase, according to Andrew Dale, partner,... Read more continue reading

Focus on high-quality amidst market volatility

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“At a time where market narratives are being dominated by heightened uncertainty amidst tariffs and the potential of a trade war, investors face a critical challenge: how to generate attractive... Read more continue reading

Shifting liquidity dynamics a potential US equity headwind

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In brief Shrinking liquidity exacerbates volatility and may help identify which equities are the most vulnerable if liquidity continues to tighten. Since the global financial crisis, liquidity largely flowed into... Read more continue reading

Credit Chronicle: More of the same precedes a post-liberation day repricing in credit markets

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Credit markets continued to be characterised by a tug-of-war between attractive all-in yields and historically tight spreads in Q1. But Trump’s tariff announcements have driven spreads wider. Caution and a... Read more continue reading

Managed accounts free up 25 per cent of advisers’ time

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A new report from Zenith Investment Partners reveals that 92 per cent of financial advisers save time on administrative tasks by using managed accounts, freeing up hours for client-focused work... Read more continue reading

Balmoral Investors partners with Mantis to launch a new micro-cap capability

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Mantis Funds has partnered with Balmoral Investors to bring the Balmoral Investors Micro Cap Fund (the “Fund”) to Australian investors. The Fund provides a diversified portfolio of quality micro-cap companies... Read more continue reading