Activam Group

𝐇𝐢𝐠𝐡 𝐛𝐨𝐧𝐝 𝐲𝐢𝐞𝐥𝐝𝐬 𝐧𝐨𝐭 𝐞𝐜𝐥𝐢𝐩𝐬𝐢𝐧𝐠 𝐞𝐪𝐮𝐢𝐭𝐢𝐞𝐬. In this interview with ausbiz , Alex Crompton discussed the impact of rising bond yields alongside US Fed rate cuts. Alex suggested that, despite higher yields, equity markets are performing well due to an unexpectedly strong economy and positive seasonal trends.   To watch the full interview, please click on the link ➡ https://lnkd.in/gGppSp5x

Our commitment to client-focused outcomes drives everything we do. Dynamic asset allocation strategies capture market opportunities while managing risk. Our suite of multi-asset SMA portfolios, are designed to cater to a variety of investment styles, timeframes, and risk profiles. *Available on BT, Macquarie Group & AMP North Platform www.activam.com.au To find out more, send us an email at contact@activam.com.au or reach out to Kristina Benkotic

It was fantastic to attend the 2024 FAAA Melbourne Metro Community Inspire Lunch in Melbourne! Hearing from guest speaker, Samantha Gash, was a highlight. With over 15 years of experience as an adventurer, entrepreneur, and former corporate lawyer, Samantha shared stories of resilience, purpose, and pushing limits. Thank you to the FAAA Melbourne Metro Community for a memorable event and the team at Netwealth - See Wealth Differently (ASX:NWL) for hosting us! Financial Advice Association Australia (FAAA)

𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐨𝐧 𝐭𝐡𝐞 𝐑𝐢𝐬𝐞: 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐁𝐮𝐥𝐥 𝐑𝐮𝐧 𝐌𝐚𝐲 𝐁𝐞 𝐅𝐚𝐫 𝐅𝐫𝐨𝐦 𝐎𝐯𝐞𝐫. Equity markets are surging to new heights, with plenty of reasons to stay optimistic. In this ausbiz interview, Robert Talevski explored the solid economic backdrop, global easing cycles, and why history favours continued gains in this bull market's third year. We break down key market valuations, trends in AI and private equity, and highlight small-caps as a top opportunity heading into a more stable environment. To watch the interview, please click on the link ➡ https://lnkd.in/gy-3U7UQ

𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐌𝐮𝐧𝐝𝐚𝐧𝐞 7: 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐄𝐪𝐮𝐢𝐭𝐢𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭.   This panel discussion highlighted the powerful diversification benefits of investing in Australian small caps, which offer access to unique industries, such as monopolies and niche sectors, often overlooked in large-cap portfolios. The discussion also focused on the importance of identifying companies undergoing positive structural changes, particularly those demonstrating improved earnings and operational efficiency.   A big thank you to our expert panelists: Sean Sequeira, CFA (Australian Eagle Asset Management), Mike Younger (Prime Value Asset Management), Alex Crompton (Activam Group), and moderator David Romanovski (The Hopkins Group (Australia), for an insightful conversation on navigating opportunities in Australian equities. 📸 Lauren McAdam

The panel discussion, 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲: 𝐃𝐫𝐢𝐯𝐢𝐧𝐠 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐨𝐫 𝐑𝐞𝐭𝐚𝐢𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐢𝐧 𝐚 𝐂𝐨𝐦𝐩𝐥𝐞𝐱 𝐌𝐚𝐫𝐤𝐞𝐭, provided valuable insights into the evolving landscape of private equity and how retail investors can benefit from this asset class in today's market environment.   Key takeaways from the session: ✔ Understanding how operational improvements are becoming the primary driver of returns in private equity. ✔ Evaluating private equity opportunities through Evergreen fund structures. ✔ Understanding the role of thematic investing in private equity, focusing on sectors with long-term tailwinds, such as healthcare and IT.   A huge thank you to our panellists: Toby Mannock (Partners Group), Gavin Williams (Neuberger Berman), and Robert Talevski (Activam Group) for sharing their expert insights.

This panel discussion, 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞: 𝐀 𝐂𝐨𝐫𝐞 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐟𝐨𝐫 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐞𝐝 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬, explored the powerful role infrastructure investments play in delivering both defensive characteristics and exposure to high-growth trends. The conversation also explored the importance of active management in uncovering undervalued opportunities during periods of market volatility. Key insights from the discussion include: ✔ The essential attributes investors seek in infrastructure assets, such as stable yields, downside protection, diversification, and inflation hedging. ✔ How AI is emerging as a crucial enabler of the energy transition, enhancing the operational management and integration of energy infrastructure. ✔ The transformative impact of transport electrification and the new wave of infrastructure investment opportunities it presents. A big thank you to our panellists: John Julian (Dexus), Neville Swinfield (Macquarie Group), Will Loebis-Arnost (Activam Group), and moderator Martin Morris (My Financial Mentors), for an engaging and insightful discussion. 📸 Lauren McAdam #InfrastructureInvestment #ActiveManagement #FinancialAdvisors #GrowthOpportunities #InvestmentStrategy

Our recent panel discussion: 𝐆𝐥𝐨𝐛𝐚𝐥 𝐄𝐪𝐮𝐢𝐭𝐢𝐞𝐬: 𝐁𝐞𝐲𝐨𝐧𝐝 𝐁𝐢𝐠 𝐓𝐞𝐜𝐡 𝐚𝐧𝐝 𝐀𝐜𝐭𝐢𝐯𝐞 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐧 𝐅𝐨𝐜𝐮𝐬 delved into the current global market landscape and explored emerging trends and investment opportunities.   The session began with an overview of the macro drivers influencing global equity markets. The panelists discussed the implications of inflation, equity market valuations, central bank movements, and other key factors shaping the investment environment.   Some of the key takeaways from the discussion included: ✔ 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐨𝐩𝐭𝐢𝐦𝐢𝐬𝐦 𝐫𝐞𝐦𝐚𝐢𝐧𝐬 𝐬𝐭𝐫𝐨𝐧𝐠: Despite the challenging economic backdrop, earnings estimates continue to be robust across regions and sectors. ✔𝐌𝐚𝐫𝐤𝐞𝐭 𝐜𝐨𝐧𝐜𝐞𝐧𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐦𝐚𝐭𝐭𝐞𝐫𝐬: Investors should pay close attention to market concentration when constructing their global equity portfolios. Overreliance on a few dominant companies can introduce risks. ✔𝐁𝐞𝐡𝐚𝐯𝐢𝐨𝐮𝐫𝐚𝐥 𝐟𝐢𝐧𝐚𝐧𝐜𝐞 𝐢𝐬 𝐜𝐫𝐮𝐜𝐢𝐚𝐥: Understanding behavioural finance is essential for making informed investment decisions. By examining the cognitive processes behind financial decision-making, we can identify potential biases and pitfalls. Thanks to our panelists: Chad Padowitz of Talaria Asset Management, Shane Zabiegala of T. Rowe Price Australia, Benjamin Leung of Macquarie Asset Management Systematic Investments, and Alex Crompton of Activam Group   #globalmarkets #equityinvesting #macroeconomics #behavioralfinance #investmentstrategy

𝐚𝐮𝐬𝐛𝐢𝐳 | 𝐖𝐡𝐞𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐠𝐨 𝐟𝐨𝐫 𝐆𝐨𝐥𝐝? Will Loebis-Arnost spoke with ausbiz today about market volatility amid rising geopolitical tensions in the Middle East and the upcoming U.S. presidential election. Remaining optimistic about medium-term opportunities, particularly in small- and mid-sized companies, which could benefit from potential rate cuts in Australia. He also noted that some central banks are diversifying reserves with gold to reduce reliance on U.S. dollars and treasuries. Click here to watch the video ➡ https://lnkd.in/geHRbG-f

𝐚𝐮𝐬𝐛𝐢𝐳 | 𝐅𝐞𝐝 𝐜𝐮𝐭𝐬 𝐚 𝐛𝐨𝐨𝐧 𝐭𝐨 𝐬𝐦𝐚𝐥𝐥 𝐜𝐚𝐩𝐬. Activam's Deputy Portfolio Manager, Alex Crompton, talked to Andrew Geoghegan of ausbiz and addressed the ongoing speculation about the Federal Reserve's next move on interest rates. Alex mentioned a significant shift in market expectations, noting that while a quarter-point rate cut is previously favoured, the possibility of a half-point cut becomes more credible. However, a larger cut might spook the market, suggesting the Fed could be lagging behind economic conditions. To watch the interview, please click on the link: ➡ https://lnkd.in/ggxyQeFU