Webinar Recording:

Impact of Tuesday's RBA Rate Decision on the Market

FundMonitors.com

May 2025

Watch our recent webinar where leading investment professionals discussed the implications of the Reserve Bank of Australia's latest rate decision and its effect on markets.

Our expert panel featured:

• Nick Chaplin, Portfolio Manager, Seed Funds Management - Hybrid Securities, Bonds, and Fixed Interest
• Winston Sammut, Portfolio Manager, Euree Asset Management - Property and Multi-Assets
• Alex Pollak, CIO and Founder, Loftus Peak Global Disruption Fund

Gain timely insights into how key sectors are responding and what this could mean for investors. 

Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Brennan, Strategy Ambassador at East Coast Capital Management.

They discussed the challenges and opportunities faced by trend following strategies during a volatile first quarter, the role of diversification across asset classes and geographies, and East Coast Capital's strong long-term performance, including the importance of dynamically adjusting portfolios to shifting market regimes.

The ECCM Systematic Trend Fund has a track record of 5 years and 3 months and has outperformed the SG Trend benchmark since inception in January 2020, providing investors with an annualised return of 14.7% compared with the benchmark's return of 6.38% over the same period.

Funds operated by this manager: ECCM Systematic Trend Fund

Chris Gosselin, CEO of FundMonitors.com, speaks with  Michael Poulsen, Co-founder and Portfolio Manager at Canopy Investors. 

Michael shares insights into Canopy's global small and midcap investment strategy, its long-term, quality-driven approach, and how the partnership with Bennelong enables the team to focus on delivering strong returns through concentrated, high-conviction portfolios.

Trump's Tariffs: A game changer or investment opportunity?

Magellan Asset Management

April 2025

Head of Global Equities and Portfolio Manager Arvid Streimann, along with Investment Director Elisa Di Marco, discuss Trump's latest tariff announcements and their implications for investment markets. Arvid provides his perspective on the escalating trade tensions, their impact on portfolios, and highlights opportunities for long-term investors amid the market volatility.

Funds operated by this manager:

Magellan Global Fund (Hedged), Magellan Core Infrastructure Fund, Magellan Global Fund (Open Class Units) ASX:MGOC, Magellan High Conviction Fund, Magellan Infrastructure Fund, Magellan Infrastructure Fund (Unhedged)

Important Information: 

Important Information: This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 ('Magellan') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation.  This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to a Magellan financial product may be obtained by calling +61 2 9235 4888 or by visiting www.magellangroup.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of a Magellan financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Magellan makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material.  Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Magellan. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Magellan will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

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Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Grace, Head of Digital Asset Strategy at Digital Asset Funds Management.

They discussed the evolving landscape of digital assets, exploring trends, opportunities, and the challenges faced by investors in this rapidly changing sector.

Funds operated by this manager: Digital Asset Fund (Bitcoin Index Class), Digital Asset Fund (Digital Opportunities Class B), Digital Asset Fund (Digital Opportunities Class)

Chris Gosselin, CEO of FundMonitors.com, speaks with Winston Sammut, Property Director at Euree Asset Management.

They discuss the global market reaction to Donald Trump's tariff announcements, as investors shift to safer assets amid rising uncertainty, falling interest rates, and fears of a trade war, with flow-on effects for REIT valuations and broader market sentiment.

Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital. 

Ben discussed the growing investment opportunities within the global sports industry, highlighting its diverse revenue streams and Altor's strategic focus on both team ownership and related support sectors. The conversation underscored the potential for meaningful investor involvement beyond just elite-level teams, particularly within Australia's mid-market sports landscape.

Funds operated by this manager: Altor AltFi Income Fund, Altor Emerging Growth Fund

Chris Gosselin, CEO of Australian Fund Monitors, speaks with Monik Kotecha Chief Investment Officer at Insync Fund Managers. Insync Fund Managers operate two funds, the Insync Global Capital Aware Fund (hedged) and the Insync Global Quality Equity Fund (unhedged). The two funds have the same strategy, the only difference being that one is hedged and the other is unhedged.

The Insync Global Capital Aware Fund has a track record of 15 years and 5 months and has underperformed the All Countries World (AUD) benchmark since inception in October 2009, providing investors with an annualised return of 11.16% compared with the benchmark's return of 11.99% over the same period. At the same time, the Insync Global Quality Equity Fund has a track record of 15 years and 5 months and has outperformed the All Countries World (AUD) benchmark since inception in October 2009, providing investors with an annualised return of 13.06% compared with the benchmark's return of 11.99% over the same period.

Funds operated by manager:
Insync Global Capital Aware Fund
Insync Global Quality Equity Fund

Chris Gosselin, CEO of Australian Fund Monitors, speaks to Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management. 

The Seed Funds Management Hybrid Income Fund has a track record of 9 years and 5 months and has outperformed the Solactive Australian Hybrid Securities (Net) benchmark since inception in October 2015, providing investors with an annualised return of 6.46% compared with the benchmark's return of 4.83% over the same period.

Funds operated by this manager: Seed Funds Management Hybrid Income Fund

Chris Gosselin, CEO of FundMonitors.com, speaks with Richard Brennan, Strategy Ambassador at East Coast Capital Management.

East Coast Capital Management's trend-following futures strategy has delivered strong risk-adjusted returns by dynamically adapting to market trends across currencies, commodities, and futures. In this discussion, they explore recent market volatility, key investment trends, and the role of trend-following in portfolio diversification.

The ECCM Systematic Trend Fund has a track record of 5 years and 1 month and has outperformed the SG Trend benchmark since inception in January 2020, providing investors with an annualised return of 16.49% compared with the benchmark's return of 7.64% over the same period.

Funds operated by this manager: ECCM Systematic Trend Fund