Investment Update with Milford Asset Management – December 2022

Trilogy have been so grateful to be able to call on the expertise of our fellow industry professionals as we have navigated the turbulent markets of 2022 with our clients.

In our final Investment update for the year, Trilogy is pleased to welcome back Mark Riggall of Milford Asset Management. Mark is the Portfolio Manager for a number of Milford Funds and their asset allocation.

In this update, Trilogy’s Investment Specialist Chiti, discusses with Mark his outlook for equity markets in 2023, the implications of stock market positivity on the wider economy and how clients can best prepare in the face of a potential recession.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Milford Asset Management Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Salt Funds Management – November 2022

As we approach the end of a volatile year, Trilogy would like to take the opportunity to welcome back Salt Funds Management’s, Bevan Graham (Economist) and Greg Fleming (Head of Diversified Funds) to discuss the current global situation and what they see occurring in the next 12-24 months.

Making their third Trilogy update appearance in the last 18 months, Bevan and Greg are prime examples of the experts whose knowledge and insights our advisers are pleased to call on, as we work alongside them during good times and bad.

In today’s update, Bevan and Greg discuss the current global situation and outlook for inflation, interest rates, and what this may mean for asset classes going forward.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Salt Funds Management Limited, Salt Investment Funds Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.

Investment Update with Magellan Asset Management – October 2022

As we are now into the final quarter of a challenging year, we thought it was an opportune time to chat to someone who has seen plenty of challenging years before, and who knows the pitfalls and the opportunities they present.

In this latest update, Trilogy is pleased to introduce Magellan Asset Management’s Nikki Thomas. Nikki has held a number of roles across multiple companies since she first earned her CFA in 1997. During her time with Magellan alone, she has helped set-up their Global Fund, has run their Franchises team and been appointed their Head of Research. Nikki is currently Magellan’s portfolio manager responsible for Global Equities.

In today’s update, Nikki sits down with Trilogy’s paraplanner Cam, to discuss the many global events currently impacting the markets, her interest rate outlook and what she would recommend to investors and advisers to help manage during these difficult times.

Disclaimer: This video is for information purposes only and should not be treated as financial advice. To the extent permitted by law, Magellan Asset Management Limited, and Trilogy Financial Solutions NZ Limited, do not accept any responsibility or liability arising from your use of this information.