Insights | Vertium Asset Management

Are Equity markets at the crossroads?

Speculation was rife in the five years leading up to the 2022 market correction. Despite a mini-economic slowdown in late 2018 and the...

Vertium Asset Management: Change of distribution partner and Responsible Entity

In June 2023, a decision was made to change the business partner that provides distribution and Responsible Entity services to the...

Are income investors at the crossroads?

It’s been the no brainer of the last decade. For investors seeking income, Australian Equities has provided a superior outcome relative...

Vertium wins Investment Leadership Award

The Vertium Equity Income Fund, a managed investment fund designed to provide attractive income with a focus on capital preservation, has...

When Macro collides with Micro

Macro volatility always uncovers stock opportunities. Looking out for high quality stocks amid the volatility could be easier than you...

The Tortoise and the Hare

Wealth is ephemeral if risk management is ignored. Focussing on risk management is about treating investing as a marathon, not a sprint....

Actively managed equity strategies

Over the last five years the frequency of down months was extremely low. With a market environment so complacent it may have lulled...

FedEx Warning of a Global Recession

"We are seeing volume declines in every segment around the world" - FedEx CEO In September 2022, the FedEx (FDX) share price tumbled 30%...

The "buy the dip" era for stock markets is over

Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These...

A storm is brewing as bond yields surge

The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably...