CIO Insights

At La Trobe Financial, we understand that investment trends come and go, but solid fundamentals perform across the cycle.  That’s why we’re committed to those simple, foundational tenets which have provided a long history of impeccable performance for our investors:  Quality assets, carefully selected & diversified, managed in transparent structures by skilled professionals.

Each year, U.S central bankers, economists and global policy makers gather for a symposium in Jackson Hole, Wyoming. The agenda typically sets the direction across a range of fiscal and monetary outcomes for the year ahead.

June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

If you have read updates from La Trobe Financial over many years, you will have heard us provide, again and again, very simple wealth creation measures: Patience, Simplicity & Diversification. We preached these messages because again and again, at all levels, these simple tenets of creating wealth work.