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Mathan Somasundaram

Aussie market started positive with better commodity and global market sentiment before budget update draining the market of optimism. We have now had 13 out of the last 16 days being negative. Commodities took a breather for a change and the domestic budget delivered the negative news. The budget has... Show More

Marcus Bogdan, CIO Asia Pacific

A common investment theme running through each of our model portfolios has been a deliberate underweight position in the Australian major banks. This has supported our significant performance against the ASX 200 benchmark over the last twelve months, yet challenging headwinds continue to warrant a cautionary stance. A recent paper... Show More