Northstar BCI Managed Fund – Q1 2026 – Navigating Volatility

Markets became far less predictable in Q1 2026. Increased volatility, regional divergence, and shifting inflation expectations reinforced the importance of active asset allocation. In this update, Mark Seymour and Marang Morudu discuss how the fund adapted and where we are positioning for opportunities. Volatility isn’t just risk, it creates opportunity.