Aristotle’s Post

In the latest episode of Canada Life Soundbites, I discuss the state of the U.S. consumer with Investment Executive. Check out the full interview below.

We’re pleased to share Rest’s flagship Core Strategy investment option has once again had a strong 12 months, recording a return of 8.67% for the 2023/24 financial year.👏 These returns continue Rest’s consistently strong long-term performance, with Core Strategy now delivering an average annual return of 8.29% each year since inception on 1 July 1988. Rest’s low-cost Overseas Shares – Indexed option also returned 18.07% for the 2023/24 financial year, while Balanced – Indexed returned 12.17%. Rest Chief Investment Officer Andrew Lill says: “Our exposure to high-quality companies with strong balance sheets, higher profitability and strong earnings, such as the large US tech stocks, has provided a great financial benefit for our members this year. “We believe we’re heading for a period with higher structural inflation and greater macroeconomic inflation. It’s critical we maintain a well-diversified, resilient portfolio and the expertise to identify opportunities in this environment add long-term value for our 2 million members.” Throughout the financial year, we invested in a number of assets that are expected to benefit from 5 megatrends we believe will have a big impact on the future global economy and society: digitalisation, decarbonisation, deglobalisation, demographics, and debt and central bank policy. Read our media release 👉 https://lnkd.in/g2jrcM7K Read our End of Financial Year Investment Update 👉 https://lnkd.in/gp9EMN3X Source: Rest, 30 June 2024. Returns are for Rest Super and Rest Corporate, and are net of total investment cost and tax. The earnings applied to members’ accounts may differ. Investment returns are at the investment option level and are reflected in the unit prices for those options. Returns for periods greater than one year are annualised. Past performance is not indicative of future performance. Product issued by Retail Employees Superannuation Pty Ltd. Consider if it’s appropriate for you and read the PDS and TMD at rest.com.au/pds before deciding to join or stay. #superannuation #performance #investments

Excess savings have been at the centre of heated debates among economists and market participants ever since the pandemic. Following the recent publication of the UK's Office for National Statistics (ONS) report, Felipe Villarroel, Portfolio Management, discusses post-pandemic excess savings, consumer behaviour and what it means from a fixed income perspective. Read more here: https://okt.to/Gxw0oi #MultiSectorBonds #fixedincome

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment.