Impact of Donald Trump’s Re-Election on US and Australian Investment Markets: Opportunities […]

Japanese stocks posted their biggest percentage slide since 1987 to be at the epicentre of a global rout that magnified the blows from discouraging news on the US economy and disappointing earnings from big US technology stocks.

Consumer spending, which accounts for about 60 per cent of economic output, is under pressure due to steeper rents, rising health costs and soaring energy bills as well as higher mortgage repayments.

We discuss the recent market volatility and the drivers behind it. How we are positioning portfolios for the current environment.

This note provides an overview of recent changes to the Atrium Global Equities Mandate No. 1 (the Fund). This Fund is currently sub-managed by Magellan Asset Management Limited.

Investors are always pondering the likelihood that central banks will alter their cash rates, based on prevailing readings on economic growth, employment and inflation.

Alternative investments can be global macro strategies, event-driven approaches, hedge funds, short-selling strategies, private ownership of equity and debt in companies and, Simons-like, quant-driven trading strategies.

We have been informed by our service provider that they have completed their own investigation, and there has not been an impact to the Atrium funds.

In our May 2024 Video, Senior Portfolio Manager – Co-head of Multi Asset, Glen Foster and Head of Client Investment Solutions, David Dix, discuss the outlook on inflation and interest rates.

In the decade or so after the fall of the Berlin Wall in 1989, gold hovered between US$255 and US$410 an ounce, well down on its peak in 1980 of around US$6901. Gold fell for two reasons over the 1990s.

In our April 2024 Video – Spotlight on Alternatives, Senior Portfolio Manager – Co-head of Multi Asset, Brendan Paul and Head of Client Investment Solutions, David Dix, discuss Alternative investing.

In our March 2024 Video Market Update, Chief Investment Officer, Tony Edwards and Head of Client Investment Solutions, David Dix focus on the recent Australian reporting season and the outlook for 2024.

Risk Targeted Investing is designed to provide investors with consistent, long term performance, giving them more certainty that their money will be there for them, when they need it. Watch our latest video to learn more.

In our January 2024 Market Update Video, Senior Portfolio Manager Brendan Paul and Head of Client Investment Solutions David Dix discuss what drove the solid returns late in 2023 and how investment markets are shaping up in 2024.