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Tim Muirhead Profile BG
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Fund Reports
We spoke about the magnificent 7 last month, but perhaps it should really be called the ‘Magnificent AI’.  Artificial intelligence (AI) has made some incredible breakthroughs in the last few...
Fund Reports
Tim Muirhead Profile BG
The top 7 stocks in the US, now called the ‘Magnificent 7’, accounted for nearly all the gains in the...
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Tim Muirhead Profile BG
Fund Reports
November saw a very rapid rebound in equity markets as the ‘soft landing’ narrative took hold, despite commodities continuing to signal otherwise.   Perhaps the Christmas...
Tim Muirhead Profile BG
Fund Reports
Rising bond yields and increased geopolitical tensions saw global equity markets in October experience their weakest month of performance year-to-date with the ASX 200 down...
Tim Muirhead Profile BG
Fund Reports
Markets have been under a bit of pressure in the last couple of months as interest rates continue to climb higher, and the Israel/Hamas conflict...
Tim Muirhead Profile BG
Fund Reports
The portfolio is already on track for a very good September month, as one of Elsight’s design win partners, Airobotics, just received the first U.S....
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Emily Coe
Emily Coe
Head of Distribution
Alastair Kennelly
Alastair Kennelly
Guest Author
Tim Muirhead Profile BG
Tim Muirhead
Portfolio Manager
Dr Christian Baylis
Dr. Christian Baylis
Portfolio Manager
Gleneagle Team - Head of Trading - Billy Macris
Billy Macris
Head of Trading
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