Category: Articles
CIO Note: A Bumpy Path Ahead for 2026
The Backdrop Remains Supportive for Growth, but also for Volatility A […]
Key changes to the Atrium Evolution Series – Diversified Fund
On 17 October 2025, Atrium Investment Management released an updated Product Disclosure […]
Impact of Donald Trump’s Re-Election
Impact of Donald Trump’s Re-Election on US and Australian Investment Markets: Opportunities […]
Falling global stocks
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.
Consumers are struggling yet stocks soar to record highs
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.
What has caused the recent bout of market volatility?
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.
The RBA is worried about stubborn inflation
Investors are always pondering the likelihood that central banks will alter their cash rates, based on prevailing readings on economic growth, employment and inflation.
Update – Iress Incident
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.
Gold soars in a risky world
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.
Sequencing Risk
Investment timeframes: Why are they so important?
As investment managers, whether it’s buying a listed company, a bond or […]