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In this quarter’s Big Picture, Adrian Clayton unpacks the rise of speculative enthusiasm across gold, crypto and AI, and why disciplined, valuation-anchored investing matters now more than ever. The message is simple: in a market fueled by narrative, this is no time to be a hero. Watch the video for highlights. Read article here: https://lnkd.in/dAMCC7QF #NorthstarAssetManagement #Investing #MarketInsights #AI #Crypto #Gold #Valuations #LongTermInvesting

South Africa’s move toward a 3% inflation target is a seminal moment in the country's monetary policy history. In this video, Sebastian Holzbach, CFA explores how low and stable inflation can strengthen competitiveness, reduce borrowing costs and create a powerful feedback loop for growth and fiscal credibility. Further, we briefly note what is needed to address structural medium-term risks to the SARB's new inflation mandate. To read the article related to this video click this link: https://lnkd.in/dcZUFiHv #Inflation #MonetaryPolicy #StableInflation #FiscalCredibility #SARB

Sebastian Holzbach, CFA discusses the #Northstar BCI Income Fund over the quarter and themes that played out impacting our performance and positioning. After a disciplined first half of the year, quarter three finally delivered the rewards of patience and process. Our bond positioning across the curve, particularly around the 10-year point, benefited as #yields moved lower, a direct outcome of staying true to our #ResearchLed investment philosophy. The quarter was also marked by the SARB’s announcement to target 3% #inflation, a meaningful signal for fixed-income investors. Clarity from Treasury will be key in the months ahead, as the market awaits confirmation of this shift. Looking further ahead, fiscal reform and sustainable growth remain the crucial drivers to watch themes that continue to shape our long-term positioning. To view performance of the fund over various periods, please download the latest factsheet here: https://lnkd.in/d7H84Mx2 #IncomeMarket #Bonds #FiscalReform #Performance

Is #Adobe being left behind in the #AI revolution? After a 44% share price drop, many have questioned whether generative AI spells trouble for Adobe’s dominance in creative software. But the story might be very different beneath the surface. Sahil Gyanda from #Northstar unpacks how Adobe’s fundamentals (from its deeply embedded creative ecosystem to its careful integration of AI across products) could position it to thrive, not falter, in the age of artificial intelligence. Watch the full video to hear why current market fears may be overlooking one of tech’s most resilient innovators. To read the article click here: https://lnkd.in/dTXCdgMB #Investing #Equities #AI #Adobe #Innovation #NorthstarAssetManagement

After a volatile start to 2025, the #ThirdQuarter delivered strong global #EquityReturns, but driven by a narrow set of #GrowthOriented stocks tied to the #AI trade. Joshua Reed, CFA shares his insight into the investment environment and impact on the Northstar BCI Global Flexible Fund. For quality value managers such as ourselves at #Northstar, this environment required discipline and flexibility. In the first half, we selectively increased equity exposure and added growth names. As valuations stretched, we trimmed back, remaining #underweight big tech and #overweight high-quality healthcare, where long-term fundamentals remain compelling. Looking ahead, the narrowing discount on our buy list suggests more subdued returns at an index level, but our focus remains on owning durable businesses at sensible prices, which is the cornerstone of sustainable compounding. Please view the fund factsheets for detail on performance over various periods. Northstar BCI Global Flexible Fund: https://lnkd.in/dzzE2_Yw Northstar Global Flexible Fund (USD) https://lnkd.in/d5XffmMC #GlobalFlexible #GlobalEquities #EquityMarkets #QualityValue

For the first time in years, the global income landscape is offering genuine optimism. In our latest quarterly conversation around the Northstar Global Income Fund, Mark Seymour unpacks how the Fund is navigating a world of shifting rates and renewed opportunity. This Fund has a disciplined blend of fixed income and equity exposures, driven by deep analytical work and consensus modelling. It is experiencing strong year-to-date returns as patient positioning and data-led allocation are paying off. Mark sees a supportive rate-cutting cycle and easing tariff uncertainty really improving prospects for both bonds and equities. Our goal remains clear. Maintain clarity amid complexity, and ensure investors are positioned where global opportunities meet sound fundamentals. For detail on the performance of the Fund over various periods please read the Fund Factsheet here: https://lnkd.in/drPy4RXm #GlobalIncome #Northstar #Tariffs #RateCuts #FixedIncome #Equities #Bonds