Quarterly Investment Portfolio Update Q4 2022
We share our latest collection of insights across our investment teams, as we provide detailed fund commentary of …
2023 should be… interesting?
A final word to wrap up 2022 from our Director & Investment Committee Member Marshall Brentnall
The 60/40 Portfolio
Our Investment Committee Director Marshall Brentnall shares a portfolio update and delves into understanding the …
Quarterly Investment Portfolio Update Q3 2022
Inflation, a stronger USD, and central bank interest rate hikes impacted most markets over the September quarter. The US Federal Reserve was the catalyst for much of this as inflation became stickier and the Fed became more hawkish. The scale and breadth of drawdowns across asset classes were severe. Few asset classes added value this […]
Quarterly Investment Portfolio Update Q2 2022
The first half of 2022 was characterised by the harsh reality of elevated inflation and the combative stance taken by central banks around the globe. Already elevated inflation indicators moved higher, causing central banks to hike interest rates further than markets expected. Slower economic growth and recession fears are now front of mind. All asset […]
Investment Committee Update May 2022
As we continue to see significant market volatility, we thought we would provide you with an update on what the Committee has been implementing in the Investment models as we move through this investment cycle. PORTFOLIOS REWEIGHTED As always, at the end of the quarter (31 March) the portfolios were re-weighted back to the original […]
Quarterly Investment Portfolio Update Q1 2022
Decades of peace in Europe were shattered on February 24th, 2022 when Russia invaded Ukraine. We extend our thoughts and sympathy to everyone affected and our hearts go out to all those suffering. What is reassuring is the amount of support throughout the world in standing with Ukraine. Without trying to diminish the human effects […]
Quarterly Investment Portfolio Update
As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t and as part of this rebalance a number of changes were made to […]
Does Putin have the world’s attention?
There is a line from Warren Buffet (one of the world’s richest men) that talks to the power of investing into uncertainty. “Uncertainty actually is the friend of the buyer of long-term values”. All well and good, however you need to hold your nerve through uncertain times and right now there is a lot of uncertainty. […]
Investor Letter February 2022
Dear Investor, 2021 presented a year of ups and downs for most of us. The ups included a strong start for the Australian economy and markets, with Australia’s strong quarantine system buffering us from a new highly contagious Covid-19 variant labelled Delta. Our unique approach to quarantine allowed our economy to flourish, and jobs boom. […]