With volatility rising and the investment landscape rapidly shifting, our updated Quarterly DAA and Chart Book, published on 1 July, shares how our dynamic asset allocation approach is navigating the complexity ahead.

If you would like to discuss how these insights may apply to your investment strategy—or to learn more about our OCIO (Outsourced Chief Investment Officer) offering—please don’t hesitate to reach out. We’d be happy to explore how we can support your goals.

Please note that this information is for dealer groups and wholesale or sophisticated clients only. It should not be distributed to retail clients.

Important Information:

This communication was sent to you by Mason Stevens Asset Management Pty Limited ABN 92 141 447 654 (MSAM). MSAM is a corporate authorised representative (CAR 461312) of Mason Stevens Limited, ABN 91 141 447 207, AFSL 351578 (Mason Stevens). This communication is for dealer groups, wholesale and sophisticated clients only. It should not be distributed to retail clients. The information provided is of a general nature only and should not be construed as personal advice. It does not have regard to any individual’s personal objectives, financial situation, or needs. You should consider this information, along with all your other investments and strategies when assessing the appropriateness of the information to your individual circumstances. MSAM encourages seeking specific professional advice from a licensed financial adviser before making a decision to transact in relation to any investment, security, or strategy. Investment in securities including derivatives involves risks as securities by nature can rise and fall. Past performance is not a reliable indicator of future performance. MSAM, Mason Stevens and its associates and their respective directors and other staff each declare that they may hold interests in securities and/or earn fees or other benefits from transactions arising as a result of information contained in this communication. The information is provided in good faith, and MSAM does not make any representation or warranty as to its accuracy, reliability, or completeness. To the extent permissible by law, we do not accept any responsibility for any error. Any information contained in this document is subject to change without prior notice by MSAM and MSAM is not obliged to update any information. All information provided in this document is correct as at the date of this document. MSAM ensures that the information provided in this communication is as accurate and complete as possible but does not warrant its accuracy or reliability. References made to any third party, or their data is based on information that MSAM believes to be true and accurate as at the date of this communication but is without independent verification. Opinions expressed and information may change without notice and MSAM is not obliged to update you if the information changes. MSAM specifically disclaims all liability (whether based in contract, tort, strict liability or otherwise) for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with the access to or use of this information, to the maximum extent permitted by law. Other than as required by law, under no circumstances will MSAM be liable for any loss or damage however caused, directly or indirectly, by reliance on information or representations from using this information.