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From 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, 2025Small Caps lead in February: Biotech, data centres & Energy One
Volatility hit markets, but Small Caps outperformed. See the SGH Opportunities Fund's February recap and key stock winners.Brent Tuckerman18 March, 2025Market performance: It is all about Trump, again
Market Update: Equity markets retreated in February as Trump's policy shifts fuel uncertainty. Australian and US bond yields fall amid economic slowdown signals, while RBA’s ‘hawkish’ rate cut tempers local…Brent Tuckerman13 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 Active Investor: RBA decision, rates, stocks, geopolitics and other shifts
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 February, 2025The Active Investor: From Macro to Micro – 2025 Themes and Investment Outlook
Join Stephen Hiscock, Founder and Chair of SG Hiscock & Company, and Rob Hogg, Chief Investment Officer, as they explore the 2024 Market Recap and 2025 Outlook: from macro trends…Brent Tuckerman19 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, 2025SGH Opportunities Fund January Recap: Small Cap Winners & Macro Shifts
The SGH Opportunities Fund delivered an exceptional performance in January 2025, significantly outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index. The fund posted a total net return of +9.55%…Brent Tuckerman11 February, 2025What’s Next for AREITs? Bond Yields, Valuations & Market Trends
SGH Property Income Fund’s December quarter update - key market trends, portfolio performance, and strategic adjustments in response to rising bond yields, REIT valuations, and sector-specific opportunities. Learn how we…Brent Tuckerman6 February, 2025
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