Simone Haslinger, CEO of East Coast Capital Management, was quoted in The Australian this week. The article by Anthony Keane viewed a turbulent 2025-26 financial year and looked at what may lie ahead.
As quoted in The Australian, July 2026.
The piece describes a year of sharp divergence across asset classes. Australian shares lagged global peers. North Asian markets surged on the back of AI chip makers. Commodities and precious metals ran hard. Crypto fell into another downturn.
Simone told The Australian that “it does feel like we may be in a prolonged period of volatility”. Ongoing geopolitical risk was a key concern, with no final resolution yet to conflict in the Middle East. The impacts on inflation and energy markets are still being felt. Local investors also face a trickier climate from tax changes and interest rate uncertainty.
The article notes that the ECCM Systematic Trend Fund participated in a number of these trends over the year. These included precious metals, technology, North Asian equities and, more recently, energy markets.
Read the full article in The Australian: here