Each month, La Trobe Financial produces a series of short videos.  Watch now to stay up to date with our business, our portfolios and what we are seeing in the economy. This month, we provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

Business & Portfolio Update: Chris Paton, Chief Investment Officer

Portfolio income, portfolio strength and our industrial-strength liquidity management capabilities shone through the 2023 Financial Year to deliver sustainable, low-volatility income:

    • La Trobe Financial’s liquidity management continues to pass real-life stress tests

    • Current portfolio health remains excellent
    • Portfolio assets continue to show resilience in an environment of increased interest rates.

Economic Update: Michael Watson, Head of Distribution

Inflation remains key as central banks watch its return towards target.

    • The pace of the return of inflation towards its target range remains the central concern of the Reserve Bank of Australia (RBA).

    • A moderation across a range of data points is promising; however,

  • Clear and decisive data to have the RBA put a full stop behind rates rises is still not present.

Property Market Update: Lilian Chin, Director of Client Partnerships

Property bears in 2022 misjudged the market, with increasing prices each month since February, but it’s not time to get ahead of ourselves:

  • Property market nationally continuing to increase month-on-month
  • Underlying softness is evident in some areas of the market
  • The Demand / Supply mismatch evident in the market is acting as an effective floor on prices.

La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the responsible entity of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS and the Target Market Determinations on our website or ask for a copy by calling us on 13 80 10.

La Trobe Financial Services Pty Limited ACN 006 479 527 Australian Credit Licence 392385.

To the extent that any statement in this article constitutes financial product advice, that advice is general advice only and has been prepared without considering your objectives, financial situation or needs. You should, before deciding to acquire or to continue to hold an interest in the La Trobe Australian Credit Fund, consider the appropriateness of the advice having regard to your objectives, financial situation or needs and obtain and consider the Product Disclosure Statement for the Fund.

© 2023 La Trobe Financial Services Pty Limited. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial.

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