Markets In Focus brings together seasoned fund managers and dedicated financial advisers. Dive deep into market insights, investment strategies, and the latest financial trends. 'Markets in Focus' is your monthly resource for staying ahead in the fast-paced world of finance.
Markets In Focus | November 2023
Chris Bedingfield addresses key aspects such as portfolio positioning, performance, sector valuation, and unique features of the Quay portfolio. Notably, two-thirds of the portfolio is dedicated to Residential, Senior Housing, and Self-Storage sectors. Bedingfield provides commentary on the Commercial Real Estate Lending Environment, shedding light on the current dynamics and potential influences on investment decisions. The emphasis on specific sectors within the portfolio reflects a strategic approach, and Bedingfield's insights provide a comprehensive overview of the factors shaping Quay's investment strategy in the ever-evolving real estate landscape.
Markets In Focus | October 2023
Please see the recording of our recent event featuring GQG Partners. In this session, we delved into the global equity outlook for the next 12 months, explored strategies for navigating higher interest rates, and uncovered GQG's unique competitive advantage. Additionally, we discussed current market opportunities and emerging trends. Access the recording to gain valuable insights that can inform your investment decisions and help you stay ahead in the ever-evolving financial landscape.
Markets In Focus | September 2023
Richard Ivers and Mike Younger are the driving force behind the Emerging Opportunities Fund (Aus Small Caps), which has garnered accolades such as the Zenith Aussie Small Cap Of The Year award last year. Remarkably, this fund has consistently outperformed the small ordinals index for over 5 years.
During this session, you can expect:
An insightful economic update and market outlook.
A comprehensive overview of the fund's strategy, objectives, and its impressive performance to date.
In-depth insights into the current portfolio status and positioning.
An engaging Q&A session to address any questions you may have.