Northstar Global Income Fund: Commentary for Q4 2025

In his latest video, Mark Seymour unpacks what’s been driving the Northstar Global Income Fund from a strong Q4 to a double-digit outcome for 2025. He touches on how shifting inflation dynamics and changing interest-rate expectations are shaping opportunities across global equities and bonds, and why recent portfolio adjustments matter more than ever. Mark also looks ahead, sharing his perspective on what low-risk global investors can realistically expect over the next few years and how the fund is positioned to deliver on its real return objective.