Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at  East Coast Capital Management. 

Simon explains ECCM's fully systematic, data-driven trend-following approach across 80+ highly liquid global futures, designed to sidestep human bias and add low-correlated diversification to Australia-heavy portfolios. She highlights real-world examples from gold to feeder cattle, shares a strong multi-year track record, and contrasts liquid alternatives with illiquid private markets-making the case for a meaningful allocation to trend following.

Funds operated by this manager: ECCM Systematic Trend Fund

Sustainable equities outlook: AI's transformative role in an evolving global economy

Janus Henderson Investors

September 2025

Funds operated by this manager:

Janus Henderson Australian Fixed Interest Fund , Janus Henderson Conservative Fixed Interest Fund , Janus Henderson Diversified Credit Fund , Janus Henderson Global Natural Resources Fund , Janus Henderson Tactical Income Fund , Janus Henderson Australian Fixed Interest Fund - Institutional , Janus Henderson Conservative Fixed Interest Fund - Institutional , Janus Henderson Cash Fund - Institutional , Janus Henderson Global Multi-Strategy Fund , Janus Henderson Global Sustainable Equity Fund , Janus Henderson Sustainable Credit Fund

Source: Janus Henderson Investors commissioned the market research company Pureprofile to interview 100 professional investors working for pension funds, family offices, wealth managers, insurance asset managers in the UK, Germany, Switzerland, Italy, France, Sweden, Norway and Finland with a total of US$781.5 billion assets under management. The research was conducted in June 2025.

Active investing: An investment management approach where a fund manager actively aims to outperform or beat a specific index or benchmark through research, analysis, and the investment choices they make. The opposite of passive investing.

Exchange traded fund (ETF): A security that tracks an index, sector, commodity, or pool of assets (such as an index fund). ETFs trade like an equity on a stock exchange and experience price changes as the underlying assets move up and down in price. ETFs typically have higher daily liquidity and lower fees than actively-managed funds

All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect. The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

Whilst Janus Henderson believe that the information is correct at the date of publication, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson to any end users for any action taken on the basis of this information.

Australian Secure Capital Fund - Market Update

Australian Secure Capital Fund

September 2025

Australia's housing market extended its run in August, with values up 0.7%. This is strongest monthly gain since May 2024. Annual growth now sits at 4.1%.

Tight supply (listings 20% below average) and strong buyer demand pushed auction clearance rates to 70%. This is the highest since early 2024. Vendors are entering spring in a strong position, with low competition and broad-based price growth across the capitals.

Highlights:

• Strongest monthly gain in over a year
• Auction clearance rates at 70%
• Brisbane, Perth, Adelaide & Darwin leading growth

Property Values as at 31st of August 2025

Median Dwelling Values as at 31st of August 2025

Funds operated by this manager:

ASCF Select Income Fund , ASCF High Yield Fund , ASCF Premium Capital Fund , ASCF Private Fund

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Hedge Clippings | 19 September 2025

Hedge Clippings - All about the Donald!

The US Federal Reserve did what markets had been anticipating - and Donald Trump has been crying out for - cutting rates by 25 bps and flagging that two more are on the way. Trump will claim the credit no doubt, and his new FED appointee Stephen Miren - direct from his day job at the White House - voted against the move, instead arguing for a .50% cut. However, Jerome Powell stuck to his guns, and it went by the numbers, 11-1 in favour of 0.25%. The move came off the back of weaker employment numbers as job growth has slowed, partly due to Trump's immigration policy, and despite stronger inflation, which Powell described as "somewhat elevated".

But the complication is tariffs. While Trump won't admit it, his trade barriers are acting as a tax on consumers, pushing up the cost of goods and feeding through to inflation. So, while the Fed is easing with one hand, they're fighting a tariff policy that is tightening the screws with the other. For investors, it's a case of celebrating cheaper money while simultaneously wondering what it says about the health of the US economy - and whether tariff-induced inflation could yet bite harder.

Still on Trump, across the Atlantic, the UK was busy polishing the silverware for his visit to Windsor Castle. King Charles, who has seen his fair share of world leaders, rolled out a stunningly lavish welcome. The photo-ops were dutifully staged, but one can't help speculating what was said behind closed doors once the motorcade departed. Did Charles turn to Camilla and mutter, "Thank goodness that's over", or perhaps, "Best to count the cutlery." Sadly, we'll never know.

Jokes aside, markets remain in the uncomfortable space between policy and politics. Rate cuts are meant to provide reassurance, but they also underline fragility. Trade barriers are meant to project strength, but they tend to hurt the very economies that impose them, and the people who voted for them. And while royal pageantry makes for colourful headlines, investors would do well to tune out the theatre.

As we often say, "let the numbers do the talking". Right now, in the US those numbers point to an uneasy mix: slowing growth, stubborn inflation risks, and the hope that monetary stimulus buys enough time for the economy to adjust. Whether it does so depends less on the pomp at Windsor, and more on how long consumers and businesses can shoulder the contradictions of easy money, and expensive trade.

What's next on the local front? Albo's off to New York, where he's hoping to have a more successful time persuading Donald to see his point of view than he did this week while trying to keep PNG and Vanuatu out of the clutches of Beijing. Hopefully (not that hope is a reliable strategy), Trump, fresh from Windsor, will still have his warm and fuzzy side on show.

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