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The trillions of dollars of stimulus propping up economies and asset markets since the March 2020 COVID-19 crash have now, inevitably, led to overheating global economies leading to surging inflation which central banks globally are struggling to rein in. In addition, further passthrough of inflation due to surging energy prices brought about by the Ukraine Invasion is extending the inflation cycle.

Nicolas Bryon, the Fund Manager of the Atlantic Pacific Australian Equity Fund (APAEF), has been warning since late 2021, of the impending rise in interest rates and the “reactionary tales” of central banks that would follow. Read more

In the next market correction, how will you protect your investments?

Ongoing concerns in recent months about rising inflation have now been compounded by a slew of emerging economic disruptions, including financial shocks to multiple sectors in China, energy shortages, global supply chain disruptions and the resurgence of the pandemic, among many others. Read more

Click play below to view a recording of our latest webinar titled “Risk management strategies to counter the growing risk of inflation.”

What was covered

With equity prices at speculative all-time highs, higher than expected inflation growth could cause sudden share market sell downs, as bond yields improve and expectations of earnings growth drop. That moment could be upon us sooner than expected. Read more

Click play below to view a recording of our latest webinar titled “New year investment lessons from one of the top performing Fund Managers of 2020.” Read more

Click play below to view a recording of our latest webinar titled “The Fund delivering higher returns and lower volatility than the ASX200.” Read more

Damen Purcell, COO at Australian Fund Monitors, interviews Atlantic Pacific Australian Equity Fund (APAEF) Fund Manager Nicolas Bryon to learn the trading insights that have made the APAEF one of the top performing Australian long/short equity funds in the past 12 months. Read more

Click play below to view a recording of our latest webinar titled “Reporting season highlights from one of Australia’s best performing fund managers.” Read more

Click play below to view a recording of our latest webinar titled “Hedging and trading strategies behind 7 years of double-digit returns for the Atlantic Pacific Australian Equity Fund.” Read more

When George Paxton and I started the Atlantic Pacific Australian Equity Fund (APAEF) 7 years ago, in June 2013, we had a core aim to do things differently and create a Fund that would not only provide positive returns, but would also protect investor capital when share prices drop. Read more