Infinity Capital Solutions

Last week we hosted our Annual Business Update, celebrating a year of success and sharing our vision for the future with our valued partners. Thank you to everyone who joined us—it was a memorable evening! We’re excited for the opportunities and growth that lie ahead for Infinity.

In this month's webinar, CIO Piers Bolger unpacks the results of the recent U.S. election and discusses its potential effects on global markets and the investment landscape. Piers breaks down the key election outcomes, policy changes, and their market impacts, offering valuable insights into what the future holds for investors. Watch now: https://lnkd.in/gFB99dj3

Join us for an insightful webinar as we delve into the aftermath of Trump’s win and explore its potential impact on global markets and the investment landscape. CIO Piers Bolger will provide his analysis of key election outcomes, policy shifts, and market impacts that will highlight what lies ahead for investors. Register now: https://lnkd.in/gv6QMsMa

This month, CIO Piers Bolger, covers the financial markets’ strong rebound following the US Federal Reserve’s unexpected larger-than-forecast rate cut and its commitment to further rate reductions. He also examines the global trend of declining cash rates, particularly across Europe, and shares valuable insights on current asset allocation strategies.   Watch now: https://lnkd.in/gqbu68Nv

Infinity Asset Management’s Core and SMID Australian Equity Funds have been rated as 4 Star - Superior by SQM Research for the second year in a row. The rating recognizes the high calibre of the investment team, the strength of their investment process, and the competitive fee structure. If you would like a copy of the complete reports, please reach out to Head of Distribution Con Koromilas https://lnkd.in/gR2c6McV

August was a highly volatile month for financial markets, driven by disappointing tech earnings, a rate hike from the Bank of Japan, and concerns over China’s economic growth. The US dollar’s strength further impacted global markets, adding to the instability. Domestically, large-cap equities saw marginal gains, while small-cap equities suffered due to weak commodity prices. Emerging markets also struggled, reflecting China’s economic challenges. Despite attractive valuations in emerging markets compared to developed ones, the ongoing deflationary slowdown in China’s economy is expected to continue hindering growth in the short to medium term. Discover how Infinity is navigating market volatility with insights from CIO Piers Bolger. Watch now: https://lnkd.in/g7zGMefK

Portfolio Manager Dominic Mlcek joined ausbiz to discuss the August 2024 reporting season, highlighting positive themes in tech, data centres, AI, and cloud technology, alongside resilient consumer demand. However, there are headwinds for FY25 earnings, particularly in resources and commodities with waning demand in China. Dom also discusses the turnaround in the Healthcare section, Goodman Group’s strategy and outlines a diversified, quality growth-biased portfolio strategy for the year ahead.

In this month’s webinar, Portfolio Manager Dominic Mlcek unpacked an ASX reporting season that presented a mixed bag of results, with significant divergence across sectors. Dom presents several key themes emerging during the reporting season, influencing company performance and market dynamics. To join the next call and receive more Infinity insights join up here: https://lnkd.in/gR2c6McV https://lnkd.in/gmcjzEYF

Investors are eyeing the US Fed’s September meeting, expecting potential interest rate cuts. Despite solid recent performance, ongoing challenges could increase near-term volatility, with political shifts adding to market instability. Have you caught Piers Bolger's latest monthly review? Watch now: https://lnkd.in/gaYe5JFM

“If you just look at volatility in emerging market currencies in the 1990s and then compare it with what we’ve seen during crises like the GFC and COVID, then volatility in those currencies has come right down” Piers Bolger joined Damien Buchet from Principal Asset Management to discuss opportunities in emerging market debt. https://lnkd.in/ghihmTMp