Global Market Talk – Episode 4 (May 2019)

Welcome to Global Market Talk, Episode No. 4.

Hosted by Hannah Zhu, Client Relationship Manager Salter Brothers & Atlas Capital, Hannah talks to George Boubouras, CIO Atlas Capital about current market trends and investment highlights.

In this episode, you’ll hear about:

  1. Outlook for 2019 and global economic activity
  2. Implications of US and China trade war
  3. Australian federal election and implications of a Morrison government?
  4. What does the low Australian dollar mean for Salter Brothers Hotel Group investors, and the recent acquisition of NEXT hotel in Brisbane?

We hope you enjoy viewing this episode of Global Market Talk and if you have any questions regarding investing with Atlas Capital and Salter Brothers Funds, please contact us.

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:
  1. Outlook for 2019: Strong USD dollar …against both RMB and AUD……preference for Hard USD assets, i.e; quality assets in the unlisted space such as infrastructure, property, hotels
  2. The best hotel investment opportunities in the US are in the tier 2 cities where there’s robust population and economic growth, such as Dallas and Charlotte
  3. Mild correction in residential property prices in Syd and Melb however macro themes are still positive for the hotel sector where demand is high based on tourism growth and the lower Aussie dollar

We hope you enjoy viewing this episode of Global Market Talk and if you have any questions regarding investing with Atlas Capital and SB&G Funds, please contact us.

Global Market Talk – Episode 1 (September 2018)

Welcome to Global Market Talk, Episode No. 1.
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:
  1. Strong US Dollar to continue (Exposure via SB&G USA Upscale Fund & Bond Funds)
  2. Emerging Companies sector offers relative value (Exposure via Atlas Capital G-series Fund)
  3. Private Equity inflows to continue (Exposure via Atlas Capital H-series Fund)
We hope you enjoy viewing this episode of Global Market Talk and if you have any questions regarding investing with Atlas Capital and SB&G Funds, please contact us.