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The ICEPick – SkinKandy
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman7 July, 2026CIO market update for July 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman2 July, 2026The ICEPick – Steadfast
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman24 June, 2026CIO market update for June 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman3 June, 2026
Two structural shifts are redrawing the investment landscape — and global small caps are in the frame
EAM Investors has developed a systematic investment process, Informed Momentum®, which has been designed to build upon the momentum premium to deliver alpha for clients.Brent Tuckerman5 May, 2026CIO market update for May 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 May, 2026CIO market update for April 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 April, 2026OIL Price Update – March 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman12 March, 2026CIO market update for March 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman3 March, 2026CIO market update for February 2026
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman3 February, 2026CIO market update for November 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 December, 2025CIO market update for October 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman3 November, 2025CIO market update for September 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman2 October, 2025CIO market update for August 2025
Rob Hogg unpacks August’s CIO Market Update, covering Powell’s dovish Jackson Hole tone, rising long-term bond yields, softer RBA cut prospects, and insights from reporting season.Brent Tuckerman1 September, 2025CIO market update for July 2025
Rob Hogg's CIO market update breaks down July’s major market shifts – from a surprising RBA hold and falling inflation in Australia to a stronger USD and weak US jobs…Brent Tuckerman4 August, 2025SGH LaSalle Concentrated Global Property Fund update – Q2 2025
In this SGH LaSalle Concentrated Property Fund update for Q2 2025, Matt Sgrizzi covers GREIT performance, portfolio changes, and where the team sees compelling value today.Brent Tuckerman25 July, 2025CIO market update for June 2025
In this month's CIO market update, Rob Hogg explores why markets remained surprisingly calm amid global tensions, and how trade talks and rate cut expectations drove investor optimism.Brent Tuckerman10 July, 2025CIO market update for May 2025
In this month’s CIO market update, Rob Hogg discusses investor habituation to tariff volatility, a strong rebound in equities, and resilient economic data. While uncertainty persists, both the US and…Brent Tuckerman10 July, 2025CIO market update for April 2025
In this CIO market update, we unpack a volatile April shaped by Trump’s tariff twists, weakening US sentiment, and market uncertainty. Despite global turbulence, Australia remains comparatively well-positioned, with the…Brent Tuckerman2 May, 2025SGH High Conviction Fund update – Q1 2025
In this SGH High Conviction Fund update, Hamish Tadgell and Mike Kordick unpack Q1 2025 performance, reporting season takeaways, and the key themes shaping portfolio positioning.Brent Tuckerman1 May, 2025SGH LaSalle Concentrated Global Property Fund update – Q1 2025
In this SGH LaSalle Concentrated Global Property Fund update, Matt Sgrizzi outlines quarterly performance, global property trends, and how the portfolio is positioned to outperform in volatile markets.Brent Tuckerman1 May, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025The Active Investor: Inside $90bn under management: Where LaSalle Allocates in Global Property?
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 March, 2025SGH LaSalle Concentrated Global Property Fund – Quarterly Update
December quarter 2023 What were the key drivers for the portfolio in the December quarter? Markets were volatile in the December quarter, but finished on a very strong note, rallying…Brent Tuckerman24 February, 2025The Informed Momentum Company Unveils New Brand Identity To Capture Dynamic Investment Philosophy
As part of this transformation, IMC remains the sub-investment manager of the EAM Global Small Companies Fund—soon to be renamed the IMC Global Small Companies Fund—which was launched in Australia…Brent Tuckerman19 February, 2025From Banks to Resources: How We’re Positioning for 2025
Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio…Brent Tuckerman5 February, 2025GREITs: A Market Reversal and Investment Opportunities
The global capital markets experienced a big reversal between the last two quarters. After flying high previously, REITs sold off last week. Aggressive Fed rate cuts and US election results…Brent Tuckerman3 February, 2025SGH Ex-20 Australian Equities Fund – September 2024 Update
The fund had a strong performance for the September quarter, up 6.5% net of fees. The fund has historically offered very strong downside protection and it's not unusual for the…Brent Tuckerman3 February, 2025Shawn Lee: SGH Australian Small Companies Fund Update
The SGH Australian Small Companies Fund outperformed the benchmark by 2.5% net of fees over the September quarter. The fund delivered net returns of 9%, outperforming the Small Ordinaries Accumulation…Brent Tuckerman3 February, 2025SGH High Conviction Fund – September 2024 Update
Over the last 12 months, the SGH High Conviction Fund has returned about 22%, adding 7.4% during the September quarter.Brent Tuckerman3 February, 2025SGH LaSalle Concentrated Global Property Fund – September Quarter Update
The SGH LaSalle Concentrated Global Property Fund performed strongly in this rally, outperforming by about 250 basis points and up over 16% in the quarter.Brent Tuckerman3 February, 2025SGH High Conviction Fund – Quarterly Update
December 2023, Hamish Tadgell What were the key performance drivers for the SGH High Conviction Fund during the December quarter? Like most of the last 12 months, the last quarter…Brent Tuckerman3 February, 2025SGH High Conviction Fund – Quarterly Update
March quarter performance and key drivers* It was another strong quarter in terms of equity market performance with the ASX 300 closing up 5.5% for the quarter, and the market's…Brent Tuckerman3 February, 2025SGH LaSalle Concentrated Global Property Fund – Quarterly Update
SGH LaSalle Concentrated Global Property Fund was flat to the index for the quarter.Brent Tuckerman3 February, 2025US automotive sector at crossroads: Key insights
Explore trends in the US automotive sector, including shrinking dealer margins and the rise of hybrids, impacting Australia's auto market.Brent Tuckerman21 November, 2024
Informed Momentum – the factors’ factor?
EAM Investors has developed a systematic investment process, Informed Momentum®, which has been designed to build upon the momentum premium to deliver alpha for clients.Brent Tuckerman21 November, 2024
Maximising Long-Term Gains: The Power of Compounding Returns on Equities
Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital - can result in strong returns and the potential to outperform traditional…Brent Tuckerman21 November, 2024EAM Global Small Companies Fund now available on HUB24, Praemium, Powerwrap and Mason Stevens platforms
The EAM Global Small Companies Fund has been added to the HUB24 platform, giving investors greater access to opportunities in global small cap companies. It is the fourth platform that…Brent Tuckerman21 November, 2024Momentum and quality are key factors in an optimised portfolio
Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important factors that drive returns.Brent Tuckerman18 September, 2024
SG Hiscock & Company launches global small companies fund with EAM Global Investors
SG Hiscock & Company Limited (SGH) in partnership with US-based asset manager, EAM Global Investors LLC (EAM) has launched the EAM Global Small Companies Fund into the Australian market. The…Brent Tuckerman14 September, 2023SG Hiscock & Company Partners with US Small Cap Manager EAM Global Investors
High conviction fund manager SG Hiscock & Company Limited (SGH) is partnering with EAM Global Investors LLC (EAM) to offer an exclusive global small cap strategy to the Australian market.…Brent Tuckerman23 August, 2023
