Julia

Press Release: Azimut High Conviction SMA Awarded Recommended Rating by Lonsec

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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

Sestante Dynamic Portfolios now available on the North platform

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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

Press Release: AZ Sestante eyes growth and expansion with appointment of Antonio Vaiente

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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

Let’s talk about gold

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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

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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

AZ Sestante multi-manager portfolios awarded Superior Rating from SQM Research

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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

The RBA rate hike

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The RBA Rate Hike  The new Governor Michele Bullock handed down her first rate hike lifting the interest rate from 4.1% to 4.35% at the Reserve Bank of Australia’s (RBA) November meeting, as broadly expected by the market. However, the statement released by the RBA was dovish, which surprised the market. The board acknowledged in … The RBA rate hike

Portfolio changes to Sestante Dynamic & CFS FirstChoice managed accounts

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Portfolio Changes to Sestante Dynamic Managed Accounts  All portfolios sold their holding in the Macquarie Income Opportunities fund and allocated the proceeds to the Perpetual Diversified Income fund. The performance of the Macquarie Income Opportunities fund hasn’t lived up to expectations and we feel we will get a better risk-adjusted return from the Perpetual fund. … Portfolio changes to Sestante Dynamic & CFS FirstChoice managed accounts

Portfolio Changes to CFS FirstChoice

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Portfolio Changes to CFS FirstChoice Dynamic Managed Accounts All portfolios sold their holding in the Macquarie Income Opportunities fund and allocated that holding to Perpetual Diversified Income fund. The Macquarie Income Opportunities fund performance has disappointed compared to its peer group and we are of the view that the Perpetual Diversified Income fund will produce … Portfolio Changes to CFS FirstChoice