Northstar quarterly market reports
The Northstar Market Report provides powerful empirical evidence as to why we are confident that our investment philosophy and process, closely followed, will deliver market beating returns for our clients over time. This work again points to controllable factors - markets move wildly, falling in and out of love with different sectors and companies, but we have a defined formula that works and we stick to our guns by only owning quality companies when they are incorrectly valued by other investors. We discuss stocks in this report, delving into our investment cases for specific securities which we own.
CURRENT QUARTERLY REPORT
2022 – Quarter 2
THE BIG PICTURE
Three warnings for markets from company CEOs
Presentations at a US investment conference identified a number of common themes that indicate significant societal shifts, which we believe will have meaningful implications for financial markets in the future.
FROM THE ANALYSTS
Beyond inflation: The impact of weaker global trade on global equities
What do the current deglobalisation trend and inflation spikes in the US and Europe mean for global equities? Even after the latest correction, our analysis suggests unusual inflation risks could have a further impact. Marco Barbieri looks at the short- and long-term risks facing global equity markets.
FROM THE ANALYSTS
Generating real returns with lower risk – The Northstar SCI Income Fund
We discuss how the Northstar SCI Income Fund has managed to deliver three-year real returns well ahead of its benchmark and peers, while keeping risk within our parameters. We also touch on how Northstar’s approach helps the Fund to stand out from its peer group and how it is currently positioned.
STAFF MEMBER PROFILE
Staff member profile – Joshua Reed (Analyst)
When did your interest in financial markets start?
My interest in financial markets started during high school accounting, leading me to pursue a finance focused degree, Bachelor of Business Science. I was intrigued by the intricacy and occasional absurdity of markets, and the idea of allocating capital appropriately makes a lot of sense. My internship at Northstar cemented my passion for investing.
QUARTERLY REPORTS ARCHIVE
Browse all our quarterly reports available by selecting the period from the dropdowns using year and date.