The August edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video
Financial year in review: 1 July 2024 – 30 June 2025 The 2024–25 financial year was marked by rapidly shifting macroeconomic conditions, central bank pivots, political transitions, and significant volatility across asset classes. Despite multiple headwinds, most major markets delivered positive returns over the full year, though with clear regional and sectoral divergences. Q3 2024: … Financial year in review: 1 July 2024 – 30 June 2025
The July edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video
The June edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video
Proposed US Tax Changes Donald Trump’s “One Big Beautiful Bill Act,” a comprehensive tax and spending package, narrowly passed the U.S. House of Representatives on May 22, 2025, with a 215-214 vote. This legislation, a cornerstone of Trump’s second term, aims to extend and expand provisions from the 2017 Tax Cuts and Jobs Act (TCJA), … Proposed US Tax Changes
The May edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video
Welcome to the second edition of our 5-in-5 monthly video update with Antonio Vaiente and Mitchell Healey, discussing key highlights in the macroeconomic environment for the month and trends that may impact your investment portfolios. View the video
Investment research, ratings and asset consulting firm, Lonsec, has awarded investment consultant, AZ Sestante, a ‘Recommending’ rating for the Azimut Investments High Conviction Global Equities Separately Managed Account (SMA). The SMA, which was previously rated investment grade, invests in a concentrated portfolio of 15-35 global stocks and aims to outperform the MSCI World ex-Australia Index … Press Release: Azimut High Conviction SMA Awarded Recommended Rating by Lonsec
We’re pleased to announce that the five signature Sestante Dynamic Portfolios are now available on the AMP North platform, making access easier for advisers who have requested North as a new platform for us. > Sestante Dynamic Conservative Portfolio on AMP North (NTH0539), estimated total cost per platform disclosure document: 0.6282% p.a. > Sestante Dynamic … Sestante Dynamic Portfolios now available on the North platform
Welcome to our new monthly video update presented by Antonio Vaiente and Investment Analyst, Mitchell Healey. Each month, we will discuss the macro economic environment and how your AZ Sestante portfolio is managed. View the video Q1. What are the key economic events and market trends you see shaping the returns for the month of … 5-in-5 with Sestante Investment Analyst, March 2025
Investment consultant, AZ Sestante, has appointed experienced wealth management executive, Antonio Vaiente, to the position of Head of Business Development, as the group ramps up efforts to support financial advisory firms to navigate the increasingly uncertain economic and geopolitical landscape. Vaiente joins AZ Sestante from Fitzpatricks Financial Group where he was Head of Business Growth … Press Release: AZ Sestante eyes growth and expansion with appointment of Antonio Vaiente
We are pleased to announce that the Sestante flagship portfolios are now available through CFS Edge as Sestante Dynamic Star Portfolios. Some advisers have been asking for the flagship portfolios to be available through CFS Edge, and now the Sestante Star series will be live on CFS Edge as of the 1st of November 2024. … Introducing Sestante Dynamic Star Portfolios on CFS Edge
Let’s talk about gold The Bank of Japan’s (BoJ) Post Policy Board Meeting on the 19th of March initiated the first interest rate hike in 17 years. Formerly, the cash rate in Japan was set between -0.1% and 0%. Moving forward, the BoJ will aim to maintain it between 0% and 0.1%, departing from its Negative … Let’s talk about gold
Inflation heats up, rate cuts on hold Inflation in the US rose higher than expected in March. The Consumer Price Index (CPI) hit 3.5% year-over-year, exceeding the market’s prediction of 3.4%. Core CPI, excluding food and energy, also came in hotter than anticipated, reaching 3.8% compared to the expected 3.7%. This unexpected inflation surge dampened … Inflation heats up, rate cuts on hold
In addition to our recent announcement that the Azimut Global Equities SMA is one of the highest-rated global SMAs from SQM Research, we are pleased to share that the AZ Sestante multi-manager portfolios have also received a Superior Rating. The 4.25-star Superior Rating from SQM Research is based on fund performance, investment process, investment risk, … AZ Sestante multi-manager portfolios awarded Superior Rating from SQM Research