Uncertain times require stability and lower exposure to risk
Amidst major global geopolitical uncertainty, investors – both institutional and retail – have good reason to be edgy about safe-guarding their portfolios. Major macro events from the recent Israel-Iran attacks, the broader Israel-Palestine war, the Ukraine-Russia conflict, raging oil prices, the cost-of-living crisis thanks to spiraling inflation, the US interest rates and weakening dollar, not […]
Lodestar portfolios are less affected by market volatility than others
Rules-based approach means investor funds are more protected from global events. The Fed has indicated that it expects to cut rates three times this year but stressed that the timing will be data dependent. This timing uncertainty, along with easing inflation, fears of a US recession abating and elections in 64 countries (65 including the […]
Are we in for another Nifty Fifty? Diversification must mitigate the Magnificent 7’s dominance
A wise investment rule of thumb and fundamental investment maxim is “A great company is not necessarily a great stock.” While the investment community is acutely aware of this, the same behaviour tends to repeat itself – and it doesn’t necessarily end well. Let’s just look at what is going on right now with the […]
Tough market conditions see investors demand increased asset and return protection
Lodestar’s tech-led approach ensures investor confidence despite global volatility. The investment landscape was irrevocably changed by Covid-19 and the financial markets have not been the same since. Combined with decades of low inflation and interest rates, we now find ourselves in an environment that is governed by high inflation and high interest rates – with […]
Providing a safe haven for investors amidst the ongoing financial storm
As is common at this time of year, we reflect on where we’ve come from and look towards where we are going. As we ease into 2024, reviewing what was a wild west year is noteworthy – the shock of high interest rates and inflation in the US and the end of cheap money, an […]
Lodestar Fund Managers – Physically 100% Invested In Your Success
Every investment decision made for clients in Lodestar funds now directly affects the team personally. All employees now have a stake in the business; What more could an investor ask for? Owning The Funds, Owning The Risk When Reza Khan negotiated the purchase of Matrix’s shares in Lodestar Fund Managers, a new vision was born […]