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CIO 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, 2025July 2025: No panic, no cuts – just GENIUS
In episode #13 of The Active Investor with SGH, Steve Hiscock and Rob Hogg explore July’s market calm, the passing of the GENIUS Act, and why investors remain cautious in…Brent Tuckerman8 August, 2025April recap: Volatility reigns supreme
Steve Hiscock and Rob Hogg discuss the impact of Trump's tariffs, bond market turmoil, and what April volatility means for markets, rates and investors.Brent Tuckerman7 August, 2025May markets & the rise of TACO
In Episode #11, Steve Hiscock and Rob Hogg unpack May’s market rally, the influence of “TACO” – Trump Always Chickens Out – and what it means for investors.Brent Tuckerman7 August, 2025June 2025: A Big Beautiful Market Review
In episode #12 of The Active Investor with SGH, Steve Hiscock and Rob Hogg discuss the market’s surprising calm in June, shifting rate expectations, and the potential impact of the…Brent Tuckerman7 August, 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 High Conviction Fund update – Q2 2025
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman1 August, 2025SGH Opportunities Fund update – Q2 2025
The SGH Opportunities Fund outperformed in Q2 2025, delivering a 16.5% return after fees. Rory Hunter and Sophie Smith discuss the standout names and what they’re watching next.Brent Tuckerman30 July, 2025SGH Property Income Fund update – Q2 2025
In this SGH Property Income Fund update, Grant Berry reviews Q2 2025 results, major portfolio changes, and the fund’s positioning for income and value.Brent Tuckerman29 July, 2025
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