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From defence metals to gold mergers: Portfolio moves in March 2025
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 Tuckerman14 April, 2025Trump’s 90-day tariffs pause triggers major equity rally
Trump's 90-day tariff pause triggered a major equity rally, but rising bond volatility and policy flip-flops keep markets on edge. Here’s our take.Brent Tuckerman10 April, 2025Steady in Uncertain Times: A Values-Driven Approach
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust March 2025 Quarter Update Performance Overview The March quarter was very volatile amid growing uncertainty on the impact of US…Brent Tuckerman9 April, 2025Tariffs and Trillions: US Trade Turmoil Meets German Fiscal Firepower
March 2025 saw volatility driven by US tariffs, a massive German fiscal package, shifting USD dynamics, weakening US sentiment, and softer Australian CPI and jobs data.Brent Tuckerman7 April, 2025Tariffs, Tipping Points and Butterfly Effects: Trade Turbulence Hits Global Markets
Episode 7 of The Active Investor w/SGH: Tariffs spark global market volatility as equity sentiment shifts. Explore impacts on Australia, China, and investor outlook in this SGH market update.Brent Tuckerman7 April, 2025Market Reset in Motion: Making Sense of the Sudden Slide
Markets are sliding amid new US tariffs and policy uncertainty. Discover what's driving the volatility and where active investors might find opportunity.Brent Tuckerman7 April, 2025Active Investing in a Post-Tariff World
Trump’s new tariff policy spooks markets, boosts recession fears. Here’s why active investors see opportunity in the correction.Brent Tuckerman7 April, 2025No surprise that the FOMC left the target rate unchanged at its March meeting
The FOMC left target rate unchanged, slows Quantitative Tightening maintains rate projections, and revises economic forecasts. Market reaction: bond rally, USD softens, equities rise. Could Fed cuts be delayed? Insights…Brent Tuckerman1 April, 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, 2025
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