Hamish Tadgell

Funds management

Investors can capitalise on current market uncertainty

SG Hiscock and Company say the Omicron variant has not stifled their four investment themes and may instead present opportunities for their positionings....

Funds management

SG Hiscock launches medical technology fund

It will invest in Australian medical technology companies, with a social impact focus....

Features

An overdue market rotation

After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....

Expert Analysis

Positioning portfolios for rising inflation risk

It would be a mistake to assume inflation will remain low, writes Hamish Tadgell, so advisers need to position portfolios to protect against this threat....

Funds management

Expect 3 years to return to pre-crisis earnings

With the exception of the Global Financial Crisis, most cycles required only a three-year earnings recovery, according to SG Hiscock....

Funds management

Expect recovery to take three years: SG Hiscock

The reporting season has highlighted the divergence between firms with resilient business models, quality brand names, and the ability to capitalise on online demand, and...