2023 was a volatile year for the global equity markets, with a regional U.S. banking crisis in the beginning of the year and interest rates driving market behaviour throughout the year. However, the global equity markets finished on a high note as the US Federal Reserve held off on further rate hikes. This pause released a pressure valve on stock valuations as interest rates have been a key driver of market direction in recent times.
We recently caught up with Jason Teh, Chief Investment Officer at Vertium Asset Management to discuss his main observations of the markets in 2023, the key performance drivers for the Vertium Equity Income Fund, and the indicators he is closely monitoring for the upcoming year.
If you have any questions about the Vertium Equity Income Fund, please don’t hesitate to contact us by calling 1300 052 054 or emailing invest@associateglobal.com.
DISCLAIMER: This material has been prepared by Associate Global Partners Limited (AGP) ABN 56 080 277 998 and AGP Investment Management Limited (AGP IM) ABN 26 123 611 978, AFSL 312247. AGP IM is a wholly owned subsidiary of AGP, a financial services business listed on the ASX (APL).
This material is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific individual. As such, before acting on any information contained in this material, individuals should consider whether the information is suitable for their needs. This may involve seeking advice from a qualified financial adviser. Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia) is the Responsible Entity of the Vertium Equity Income Fund. A current Product Disclosure Statement (PDS) is available by visiting vertium.com.au. A person should consider the PDS before deciding whether to acquire or continue to hold an interest in the Fund. Any opinions or recommendations contained in this material are subject to change without notice and Copia is under no obligation to update or keep any information contained in this material current.
