2024 Year In Review
January 15, 2025
The many unpredictable events of 2024 could easily have been disastrous for investment markets. Instead, we saw remarkable resilience and growth despite occasional volatility as investors reacted to the extraordinary times. While economic growth in Australia and overseas was underwhelming, share markets rode out the ups and downs to finish 2024 strongly. Super funds benefitted…
The PODCAST – Investment Series | Lazard | Episode 2
September 5, 2024
Welcome to our latest edition of the PODCAST – Investment Series with none other than – Lazard. You can catch the latest episode on Spotify or YouTube. This new episode has our Managing Director – Hugh Robertson talk with Lazard’s Chief Market Strategist for Lazard’s Global Financial Advisory and Asset Management Businesses – Ronald Temple as he…
Investment Update – Nov 23
November 1, 2023
Since August 1 the top 200 companies in Australia, the ASX 200, are down over 9.1%. The top 500 companies in America, the S&P 500, is down 10.4% which is considered a ‘correction’. This is normal and nothing to panic about. We live in a world of uncertainty and volatility. Economically we are still dealing…
Quarterly Investment Update – AAN
October 29, 2021
We are delighted to share with you, a copy of the latest AAN Asset Management Quarterly Investment update. This issue includes: • Investor letter & update • AAN Core Model • AAN Growth Model • AAN Australian Model • AAN Index Core Model • AAN Index Growth Model • AAN Sustainable Growth Model To view…
Quick Investment Update
March 5, 2021
Thoughts from the Franklin Templeton Fixed Income Team. The Australian Bloomberg Ausbond Composite Bond Index just completed its worst monthly return IN HISTORY with February returning a whopping -3.59% as bonds crumbled. We like to think the dysfunctional market conditions of March 2020 won’t be repeated for a long time, if ever. Last week saw…
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