Entries by aadmin

Market repositioning under way over Opposition policy

  Looking at the recent polls and the betting odds, the current opposition look set to be in government following the May election. The market is pragmatic and has started to adjust to this outcome, in particular the proposed changes to franking credit refunds. In fact, since the Wentworth by-election late last year, whereby an […]

Industry Leaders Forum

SBG were pleased to be invited to be part of the HM Magazine 2019 Industry Leaders Forum, published in February/March 2019.     Business outlook for 2019 As an international specialist fund manager with a focus across a range of asset classes and geographies, innovation continues to be a key theme and driving factor across […]

Slowdown a blow, but there are green shoots for wages

While a slowdown in economic momentum is not really a big surprise, the degree of the current sharp slowdown in household consumption surprised financial markets. The slowing economic conditions were confirmed last week with the weaker than anticipated December quarter GDP figures with the annual growth rate of real GDP now at 2.3%. Consumers holding […]

Thoughts of RBA rate cut a scenario few saw on horizon

  The downgrades in both the Australian growth and inflation outlook by the Reserve Bank of Australia (RBA) last week have amplified the prospect of a potential rate cut later this year. Who would have thought that with cash rates at 1.5%. The RBA shift to a neutral policy setting stance is telling in that […]

Be aware, take some risks and remember to sleep at night

  Following a volatile December 2018 quarter the negative returns globally and domestically for risk assets what does the outlook across the various asset classes look like for the year ahead? The cash rate looks likely to remain on hold at 1.5% for 2019 by the RBA. The ongoing weaker house prices combined with the […]

A RIVER RUNS BY IT

SBG were very pleased to receive this wonderful review of our newly refurbished Crowne Plaza Melbourne Hotel last Sunday, 13th January 2019.   The review appeared across the major Australian newspapers of the The Sunday Age (Melbourne) and the Sydney Morning Herald (Sydney).  Congratulations to our Crowne Plaza Melbourne Hotel Team. THE PLACE The Crowne […]

SBG: Our top 8 highlights of 2018

As 2018 draws towards a close and we reflect on the past year, we wanted to share with you our top 8 highlights from across our Property, Private Equity, Credit and Emerging Companies Funds offering in 2018. Property – SBG Hotel Group, Australia 1. Acquiring the Watermark Hotel, Gold Coast and converting to new IHG […]

Festive season a time for reflection and re-evaluation

  As we approach the Christmas holiday break there is the inevitable analysis and forecasting for the year ahead. Despite some cynics, forecasting is an essential part of the investment process and helps investors to reflect on their portfolio asset allocation, their target expected returns and how much volatility they can tolerate to achieve their […]

Global Market Talk – Episode 2 (November 2018)

Welcome to Global Market Talk, Episode No. 2. Hosted by Hannah Zhu, Client Relationship Manager SB&G Group & Atlas Capital, Hannah talks to George Boubouras, CIO Atlas Capital about current market trends and investment highlights. In this episode, you’ll hear about: Outlook for 2019: Strong USD dollar …against both RMB and AUD……preference for Hard USD assets, i.e; […]