2022 Wrap and 2023 Outlook
Quarter in Review The 4th quarter rally into the Christmas break was expected, but I admit the pace and extent of the move caught me a little
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Thesan partners with Praemium to offer Direct US Stock Portfolio
Thesan has partnered with leading technology platform Praemium to launch a best-in-class portfolio of direct international shares. The solution is more effecient than an ETF
Thesan Launches Real ESG Managed Discretionary Account
Thesan is proud to announce that it has been appointed by Shartru Wealth as their preferred provider of ESG investment solutions for their clients. As
Investment Trends in the New World Order
The raft of macroeconomic issues facing both Australia and the international economy are mounting as globally we face a future of higher interest rates and deglobalisation. In this interview with SMSF Specialist Kieran Hoare, ILP Director of Merthyr Law, Paul and Kieran discuss the most topical issues.
I’m not buying this bounce.
A little too exuberant The recent rally in equities is justified on relief… but nothing more than that. It is true that with exception of
Annual Review and Market Outlook
Thesan’s inaugural year was both challenging and exciting. We launched our first Separately Managed Account in partnership with Nexus Private Wealth, continued to build our technology offering for our clients with Praemium and navigated arguably the most challenging global geopolitical and macro-economic conditions since the 1970’s.
This annual review and market outlook discusses our expectations and strategy for the remainder of calendar year 2022, and looks at our current portfolio construction and the fundamentals that support the allocation.
Could this market bottom signal work three times?
The last two medium term market bottoms have been somewhat signposted by the Australian bond market. Could this signal work a third time?
Steven’s notes from his Ausbiz interview–
Have stocks bottomed in the near-term? The selling in global markets has been unrelenting however, despite ongoing geopolitical risks, could valuations support prices here?
2022 Market Outlook – Thesan presents at Nexus Private Webinar
On 24 February 2022, Thesan’s Paul Cartmill and Steven Everett were invited by Nexus Private Financial Services to present our market outlook to their clients
How bearish is too bearish?
As at 21 Feb, 63% of the total market cap of the ASX had reported earnings, the median beating their net profit forecasts by 0.8%.
Market Update February 2022
It’s All about the Fed There is not an investor on Earth who is not aware of the market volatility that has hit global markets
Thesan and Nexus seal partnership to launch new Separately Managed Account
Thesan Asset Management announces a strategic partnership with Nexus Private Financial Planning to launch a Separately Managed Account (SMA) via the Macquarie Wrap platform for
COVID, Inflation and Politicians – Looking to 2022
There is no denying that both US and domestic equites posted another strong year for investors. There are reasons for both optimism and pessimism on
Inflation & Commodities
Inflation is a consideration and so are the prospect of higher interest rates, but both should still be accommodating for equities and if earnings continue
Quarterly Newsletter – October 2021
Welcome to Thesan Asset Management’s 3rd Quarter 2021 wrap-up. Each quarter the firm will publish a newsletter to all investors highlighting what we believe to
