October 31, 2019

October 31, 2019 | Investments Insightz


A moment with Matthew Drennan

Well the silly season is almost upon us and I suspect many in the industry (including yours truly) are looking forward to a summer break. Just a couple of pieces of news to round out the year before we pull up stumps.



Well the silly season is almost upon us and I suspect many in the industry (including yours truly) are looking forward to a summer break. Just a couple of pieces of news to round out the year before we pull up stumps.

I am pleased to be able to tell you that our AREITs partner, Renaissance, has taken out the 2019 Zenith awards* in their category. This makes it three in a row! Congratulations to Carlos and Damien at Renaissance and thanks to Zenith for again recognising what an outstanding product this is.

The lead portfolio manager for our Global Thematic Fund, Steve Wreford is visiting Sydney and Melbourne on the week beginning the 11th November and will be hosting a “lunch and learn” style session in each city. These are designed to get advisers up to speed in around 60 minutes with how the team at Lazard are viewing the world and consequently how they have positioned the portfolio to take advantage of key trends. Steve is an entertaining and knowledgeable speaker, so it is well worth coming along. Your local BDM can assist in making a reservation for you if you are interested in attending.

Finally, our Global Growth Opportunities SMA with (a concentrated 20 stock portfolio) from our partners at American Century is now up and running on Hub24. If you have higher net worth clients that want the transparency and benefits of direct ownership of the underlying assets, it’s well worth a look. This is a best ideas portfolio managed by the same team that run the managed fund. The minimum investment us $75k at this stage, but we are looking to reduce that when the platform introduces fractional trading.

Also in this edition, we have a piece from our newest strategic partners, Celeste on ‘Keeping it in the Family’, and one from the Lazard team discussing ‘Apparent Contradictions’. Plus, our regular Market Update.

As this will be our last Investments Insightz for year, let me wish everyone a pleasant holiday break and hopefully a less tumultuous 2020!

 

All the best

Matt

 

*The Zenith Fund Awards were issued 11 October 2019 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.

October 31, 2019

The apparent contradiction between equities and bonds

We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.

October 31, 2019

Keeping it in the Family

What makes a company “good” or “great”? Many investors when answering that question may think about a company’s product or service, highlighting how that product or service is unique or differentiated or how its pricing model is sustainable.

October 31, 2019

Market Update

In this month’s Market Update Patrick Noble, Senior Investment Strategist, looks at the latest events driving investor sentiment across the major asset classes.