CIO Insights

Planning, and then implementing that plan, is the foundation of success; with small steps, taken consistently over a lifetime making a big difference.  So we all need a financial goal, or north star.  And what better time than the beginning of a new financial year to consider our goals, or reflect to see whether we are still on track.

June 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

Last year, we launched La Trobe Global Asset Management as a new product series designed to bring the best of the investment world to Australian investors. We are targeting the delivery of quality products which are unique, or have traditionally been hard-to-access for Australian retail investors.

“Predicting rain doesn’t count: building the ark does.” This simple and lesser-known quote of Warren Buffett speaks to many of the investment themes La Trobe Financial has espoused across a generation. We know that every decade will throw up one or more economic crises. We know that there’s always another one around the corner. So, build an ark – build portfolios that perform at all points along the economic cycle.