Investment Insights | A Guide to Beta

Investment Insights | A Guide to Beta

Investors are often hounded with phrases related to how a security, or a fund, compares to the market. “High beta” and “low beta” are common, you might also see “upside and downside capture”, and “market neutral” strategies are gaining popularity in the retail advice...
Quarterly Market Update | Quarter 3 2023

Quarterly Market Update | Quarter 3 2023

Key Takeaways: 2023 has seen two major narratives: the anticipated global recession and the AI-driven equity rally. Equity markets have rallied, fuelled by optimism surrounding AI and specific sectors, while defensive sectors have lagged. Discrepancies between market...