Market Volatility

April was a volatile month, amazingly, the ASX200 fell 6.5% before finishing up 3.6%.

In this video, our CEO and Partner, Jarred Rubin, explores both domestic and global markets. He discusses:

1. The ASX200 movements
2. Tariff truces
3. Interest Rate expectations

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U.S Policy

March was an extraordinary month with markets impacted by rapidly changing U.S Policy. In this video, our Portfolio Manager and Partner, Sunny Bangia, explores these impacts in more detail. He discusses:

1. U.S Exceptionalism
2. The U.S Economy
3. Global Opportunities

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Markets never stand still.

As we start 2025, we’ve seen a strong rebound in many financial markets, but key risks remain. In this short video, our Managing Director and CIO Michael Skinner explores three critical areas shaping the year:

1. Interest Rate Expectations
2. Sector Rotations: Winners and Losers in 2025
3. Global Markets: Diverging Paths

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