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March 11, 2024
Will Bartleet, Chief Investment Officer, recently spoke to FT Adviser’s contributing editor David Thorpe and Joseph Wilkins, on their podcast series Asset Allocator.
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April 30, 2024
The MSCI World equities index was up 3% in March (in GBP) led by Energy, Materials and Utilities and broad performance across major regions. March reporting by a number of consumer discretionary names introduced some doubt about the resilience of the US consumer confirming our earlier assessment that demand is likely to remain bifurcated.
April 26, 2024
The fund gained 3.1% in March bringing the Q1 return to 8.85% and the one-year return to 28.1%.
April 25, 2024
March started with weaker data, ISM manufacturing and services both coming in lower than expectations especially the prices paid component, drawing the UST 10Yr bond yield down to a monthly low of 4.04%.
April 25, 2024
The Pacific Coolabah Global Active Credit Fund performed in line with its benchmark for March. As of 31 March, the Fund’s weighted average yield to expected maturity is 5.78%, which compares favorably with the benchmark yield of 4.88%.
April 17, 2024
Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
April 11, 2024
A positive relative performance of 0.4% in March has led us to finish the first quarter of 2024 with an outperformance of 2.3% against the MSCI Emerging Markets index.
March 25, 2024
As mentioned last month, Korea has suddenly come to life through the ‘Value-Up’ reforms which appear to have gained traction.
March 22, 2024
The Pacific Coolabah Global Active Credit Fund outperformed its benchmark in February. As of 29 February, the Fund’s weighted average yield to expected maturity is 5.92%, which compares favorably with the benchmark yield of 5.01%.
March 15, 2024
Following the surge in equity and bond markets in the final two months of 2023, a slew of stronger data, as well as pushback from central bank speakers on the likely timing of rate hikes by central banks, led to more mixed performance from markets in January.
March 14, 2024
Like many occurrences last year, a new month brings a change in market sentiment.
March 11, 2024
The largest contribution to relative performance came from our value stocks in Korea, followed by strong performance in Taiwan and the UAE.
March 11, 2024
Will Bartleet, Chief Investment Officer, recently spoke to FT Adviser’s contributing editor David Thorpe and Joseph Wilkins, on their podcast series Asset Allocator.
