CIO Insights

For more than 35 years, traversing moments of great market volatility, La Trobe Financial’s portfolio accounts have consistently generated low volatility investment returns.  And the volatility in markets throughout recent months serves as yet another reminder of the value of these investments:  These are exactly the moments investments like ours are created for.

The United States and all its news, culture, entertainment, politics and business influences are never far from everyday life in Australia. From Black Friday sales and trick-or-treating on Halloween to nuclear-powered submarines and Netflix binges, American and Australian lives are deeply intertwined.

It’s been a blockbuster month for economic data in Australia. The key takeaway? Cautious optimism remains the most sensible stance. While it would be nice to drop the “cautious” and lean fully into optimism, risks still linger.

In asset management, there’s really only one product on the shelf: investment performance. And the old saying, “what’s on the label should match what’s in the tin,” couldn’t be more relevant. It speaks to the importance of transparency, honesty, and consistency—qualities every investor should expect from their manager.