A perfect storm of economic headwinds
The past 6 months have been a turbulent period for share market investors, with the S&P/ASX 200 down substantially from its August 2021 highs, losing -4.2% for the 6 months ending February 28, 2022. Through this challenging period, the Atlantic Pacific Australian Equity Fund (APAEF’s) focus on proactive risk management has seen the Fund return 10.5%, an excess return of 14.2%.* Read more
Click play below to view a recording of our latest webinar titled “The Fund protecting investors from market volatility.”
What was covered
As we’ve warned for some time, the trillions of dollars of stimulus propping up economies throughout the pandemic are now creating heightened inflationary pressures, forcing central banks to tighten monetary policy and raise interest rates sooner than planned. Read more
The share market is a popular investment choice for many Australians looking to grow or protect their wealth over time.
According to the ASX Australian Investor Study 2020 (1), of 19.4 million adult Australians, 46% (9 million) held investments other than their primary residence, with another 900,000 planning to begin investing in the following 12 months. Read more
Money Management in October reviewed the performance of the Australian equity sector, which has continued to deliver negative returns throughout 2020, due to the ongoing economic fallout from the global pandemic. According to FE Analytics, within the Australian Core Strategies universe, the Australian equities sector had lost -8.21% since the start of the year to 30 September 2020. Read more
Money Management in July reviewed the performance of the Australian equity sector, which lost 9.5% during the first half of the year due to the COVID-19 pandemic. According to FE Analytics, within the Australian Core Strategies universe, of the 227 funds in the sector only six managed to post a positive return in the 6 months to June 2020. Read more
Money Management this month featured the Atlantic Pacific Australian Equity Fund (APAEF) as one of only 2 Australian Equity funds that made money in March, outperforming a bear hedge fund specifically geared to profit from market downturns. Read more
Originally published 26 May, 2020 in Bloomberg by David Ramli, Bei Hu and Nishant Kumar.
COVID-19 led economic turmoil has seen wild swings in equities markets since February, with few fund managers being able to consistently generate positive returns. Read more
Originally published April 27, 2020 in the Australian Financial Review by Robert Guy
Nicolas Bryon has an unorthodox belief: he actually believes in market timing.
A willingness to rebuff the accepted market wisdom warning about the perils of doing so allowed the fund manager to outshine the “time in the market” crowd with a 17.2 per cent return in March.
Click play to view a recording of our latest webinar titled “Are you worried about Coronavirus and Oil related market volatility? Our Fund Managers aren’t…Find out why!”