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.


Salter Brothers Asset Management Pty Limited: ABN 33 119 833 760, AFSL 308971 is the trustee of all Salter Brothers Funds.