A look at the year that was, thoughts on the year ahead and commentary around current positioning from Watershed Funds Management CIO, Adrian Rowley. All we need is just a little Patience. We are currently retaining high cash weights and small short positions across the equity SMA’s and Multi Asset p...

We are currently having a bit of a market wobble (as has been long overdue) driven by stickier inflation and renewed geopolitical uncertainty in the Middle East. The risks of stickier inflation is a theme we have discussed extensively during our recent national roadshow and market updates. Most recently, ...

In this episode, Lydia Pearson speaks with Emerging Leaders PM Ben Bowen, who shares his latest thoughts on the Australian Small Companies segment and the return outlook for small caps looking forward.

  Between 2 Screens – Episode 12, International Share Update In this week’s Between 2 Screens we hear from Fred Strauss, lead portfolio manager of the Watershed International Share SMA.  Among the key points Fred discusses are: The recent US …

We are excited to announce that Watershed’s full series of Multi-Asset Portfolios (Conservative, Balanced, Growth, and High Growth) are now available on Netwealth’s Managed Accounts Platform. This latest expansion in our platform coverage is in response to adviser feedback and demand and we are grateful fo...

We are very proud to announce that our very own Shantelle Lay has been awarded Money Management’s BDM of the Year! The award is recognition of the energy, dedication, and passion that Shantelle brings every day in servicing our clients and representing our firm. Shantelle’s successes over the past twelve...

• Markets have rallied in recent months, optimistic about declining inflation and the end of the interest rate tightening cycle and are pricing a “soft landing”. • We believe that Central Banks will move from one huge mistake to another and hold rates too high for too long, leading to a ‘classic’ end of c...

SQM Rating: Watershed Multi Asset Portfolio's receive "Superior" rating We are pleased to announce that the Watershed Multi-Asset Portfolio suite has received a 4-star “Superior” rating from investment research house SQM. A 4-star rating recognises the Portfolio as High Investment Grade and acknowled...

CHANGES • Within the International Equity ETF sleeve we have again introduced the S&P 500 short (BBUS) and have switched the Japanese Equity exposure from Hedged (HJPN) to Unhedged (IJP). • Within the Australian Share SMA we reduced the weight of Mineral Resources (MIN) by 1% to 3%, and increased the w...

After three months of sharp declines, culminating in a 9% fall in June, markets staged a strong rebound in July, with the Australian Share Market (ASX 200) up 6% and the S&P 500 up over 9%. On Monday we sold the Leveraged Long position (GEAR) in the Australian Share SMA, the Leveraged Long S&P 500 positio...

Heavy Hitting but Keeping It Smooth In what has been an exceedingly difficult three-year period to negotiate, the Watershed Australian SMA has been able to deliver industry-leading performance with significantly lower portfolio volatility. 

The time to be cautious was at the start of the year. After a sharp market sell-off we are now constructive on equities for the remainder of 2022 and have increased exposure across our portfolios