Drummond Capital Partners

There has been a lot of negativity about the Australian economy in the media in recent years. Our once miracle economy, which had avoided a recession for decades and enjoyed strong growth in household incomes, has stagnated for two years. Is the negativity justified? Who should we blame? The Government? The RBA? Millennials? In this month’s #MarketInsight (linked in the comments), we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously. Additionally, Drummond Capital Partners CIO, Nick Reddaway shares some takeout's from our final Investment Committee meeting for 2024. https://lnkd.in/g5SuzB6S #managedaccounts #assetallocation #Australianeconomy

Great to support more high quality, global private credit funds entering the Australian market. Accessible via our Private Markets Portfolio.

We are delighted to welcome Bridget Tenace, CA as Senior Associate to the Drummond client team. Bridget has over 8 years wealth management and accounting experience and spent her early career at Grant Thornton in audit and tax, qualifying as a Chartered Accountant. Bridget then moved to Morgan Stanley where she has been an Associate for the past 4 years working within the wealth management division, assisting financial advisors service high net worth clients. As a Senior Associate, Bridget provides support to all areas of the business, in particular, sales and relationship management. 

It's that time of year where we like to dust off the Magic 8 Ball and write about what the next year may hold. Perhaps this will be a case of famous last words or tempting fate, but after a number of years of considerable macroeconomic uncertainty, 2025 is shaping up to be “normal”. We think if interest rates continue to be normalised and economic growth holds up, corporate earnings next year should be healthy. In this month’s #MarketInsight, we consider our central case for markets against various risks that could make next year more challenging for investors. (Linked in the comments below) As always, we hear from Nick Reddaway share a summary from our monthly Investment Committee. https://lnkd.in/gmuPA_gi #managedaccounts #investmentoutlook #assetallocation #crystalball

Join Drummond’s Tom Schubert and Caitriona Wortley for this upcoming webinar with MLC Australia in line with the recent launch of our portfolio suite on Expand Extra. Register via the link below. #managedaccounts #investmentsolutions #Assetallocation #Insignia #Expand #MLC

After years of disappointment, China’s equity market has responded positively to recently announced stimulus. Unlike previous announcements, we think this stimulus, alongside a verbal commitment to do more if necessary, represents a step change in the Government’s reaction function. In this month’s #MarketInsight, we review what has driven the Chinese government to act and what it means for investors. (linked in the comments below). Additionally, hear from Drummond's CIO Nick Reddaway who provides a summary from this month's Investment Committee meeting https://lnkd.in/gFCtKCDF #AssetAllocation #ManagedAccounts

Register today - https://lnkd.in/gicVx6KK for direct access to our new SMA investment managers on Expand Extra - Betashares and Drummond Capital Partners. Learn about their investment philosophies and benefits for you and your clients. #ExpandSMAs #Betashares #DrummondCapitalPartners

We are pleased to announce our Strategic Series and Dynamic Portfolios are now live on the Insignia Financial Expand platform. Thanks to Ivan Sadler for making the process seamless and Andrew. J. Rockliff and the distribution team for your support. Drummond managed account solutions are now available on all major platforms, please contact our client team if you would like more information. Caitriona Wortley Marc Sudano Harry Graham Shyanshini Sunnassee

The forthcoming election in the US looks to be close. Historically, it hasn’t really mattered for markets or the economy which party has been elected to power in the US. Other factors have been the major cause of memorable financial events. With that in mind, in this month’s #MarketInsight (linked in the comments below), we review the upcoming US election, and what it means for the economy and markets. Perhaps this time will be different? Additionally, hear from our CIO, Nick Reddaway, for this month's Investment Committee summary. #assetallocation #USElection #managedaccounts https://lnkd.in/gHjk48Kc

Absolutely thrilled that our Private Markets Portfolio won the IMAP Innovation award this year. So much work has gone into product design and development and a big shout out to Ironbark Asset Management for partnering with us and to BT for your valued input. In addition to launching the existing solution across most platforms this year, we are also expanding this product suite to cater to different client segments, watch this space! We are passionate about private markets and helping advisers to deliver exposure in a robust and efficient way, if you would like to learn more please contact our client team. Caitriona Wortley Marc Sudano Shyanshini Sunnassee Harry Graham Matthew O'Neill Nick Reddaway