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CBG Global Investments Institutional-grade expertise. Trusted partnerships. Investment portfolios to last generations.

The average return does not always tell the full story. When those returns occur can matter just as much.Sequence of ret...
24/09/2026

The average return does not always tell the full story. When those returns occur can matter just as much.

Sequence of returns risk refers to the impact that the timing of gains and losses can have on a portfolio. This becomes particularly important when an investor is drawing income, as early market losses combined with withdrawals can leave less capital available to participate in a future recovery.

For retirees and income-focused investors, portfolio structure can play an important role in managing this risk. Maintaining liquidity, diversifying income sources and reducing the need to sell during market downturns are all considerations.

At CBG Global Investments, we look beyond headline returns to consider how portfolios are positioned across different market conditions.

Get in touch to discuss how sequence of returns risk may factor into your long-term investment strategy.

Home bias can feel comfortable, but familiarity does not always mean diversification.When investors hold a large share o...
16/09/2026

Home bias can feel comfortable, but familiarity does not always mean diversification.

When investors hold a large share of their portfolio in their home market, they may become more exposed to the performance of one economy, a narrower group of sectors and local market conditions.

Looking beyond domestic markets can broaden the opportunity set and provide access to industries, regions and investment themes that may be less represented locally.

At CBG Global Investments, we consider how global exposure can support a more diversified, long-term portfolio.

Get in touch to discuss how international diversification may fit within your investment strategy.

07/09/2026

Here’s what’s been happening in the market ➡️

Surging crude prices amid escalating tensions in the Middle East lifted energy stocks on the ASX, as investors continued to assess developments across global oil markets.

In the US, non-farm payrolls increased by 162,000 in August, coming in well above economists’ expectations.

Meanwhile, an average of just 10 commodity ships a day transited the Strait of Hormuz over the past 10 days, keeping attention on the key global shipping route.

Closer to home, Corporate Travel fell to $2.16, its lowest level since 2012, as the company faced a class action lawsuit.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

24/08/2026

Here’s what’s been happening in the market ➡️

The ASX traded higher today, supported by a rally across the mining sector.

Gold reached a three-month high as investors looked ahead to upcoming US inflation data.

BHP also reached a record high of $62.72, adding to strength across Australian mining stocks.

Meanwhile, fewer than 20 commodity vessels transited the Strait of Hormuz over the weekend as markets continued to watch developments across the key global shipping route.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

17/08/2026

Here’s what’s been happening in the market ➡️

The Australian sharemarket fell on Monday for a fourth consecutive session as investors continued to assess conditions across local and global markets.

In the US, market expectations for Federal Reserve interest-rate increases remain aggressive as investors weigh the outlook for monetary policy.

Gold traded near $US4,400 an ounce on Monday, holding close to recent highs.

Meanwhile, copper extended its seven-week rally as prices moved towards a record high.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

Managing risk is an important part of long-term investing.Risk mitigation is not about avoiding risk altogether. It is a...
12/08/2026

Managing risk is an important part of long-term investing.

Risk mitigation is not about avoiding risk altogether. It is about building a portfolio that can absorb periods of stress while remaining aligned with long-term objectives.

From diversification and defensive assets to lower leverage, strong security and sufficient liquidity, the right approach to risk mitigation will vary across investments and asset classes.

Get in touch to discuss how risk mitigation can support your long-term investment strategy.

10/08/2026

Here’s what’s been happening in the market ➡️

The Australian sharemarket fell from near-record levels on Monday, with weakness across the banking sector weighing on the broader market.

In South Korea, restrictions on leveraged ETFs sent small-cap stocks higher as investors responded to changes across the market.

Gold continued its recent rally, climbing back above $US4,300 an ounce following months of declines.

Meanwhile, ASX investors are looking ahead to tomorrow’s RBA decision as markets wait for the latest direction on interest rates.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

03/08/2026

Here’s what’s been happening in the market ➡️

The ASX finished higher today as investors welcomed gains across the local sharemarket, while oil prices moved lower.

Alibaba unveiled a new AI model that rivals Anthropic, highlighting the ongoing competition among global technology companies to lead the next wave of artificial intelligence.

In the transport sector, SG Fleet announced a $770 million offer for FleetPartners, drawing attention to continued merger and acquisition activity.

Meanwhile, South Korean stocks declined as semiconductor manufacturers came under pressure from broad sell-offs across the chip sector.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

Active or passive? It does not always have to be one or the other.Passive investing can offer a cost-effective, transpar...
30/07/2026

Active or passive? It does not always have to be one or the other.

Passive investing can offer a cost-effective, transparent and efficient way to gain broad market exposure.

Active management may add value in less efficient markets or where specialist expertise is required.

The key is choosing the approach that best suits the asset class, the investor’s objectives and the role the investment plays within the portfolio.

A well-structured portfolio can use both.

Get in touch to learn how active and passive strategies can work together within a long-term investment approach.

CBG Global Investments.
Institutional-grade expertise.

alternativeinvestments financialeducation

27/07/2026

Here’s what’s been happening in the market ➡️

Australian shares recorded their strongest advance in six weeks on Monday as investor sentiment improved across the local market.

Brent crude dropped 5.7 per cent to $US91.30 after the US paused strikes against Iran, easing some concerns across global energy markets.

Technology was the strongest-performing sector on the ASX, with WiseTech Global rallying 7 per cent to $32.12.

Meanwhile, markets are currently pricing in a 28 per cent chance of a 25 basis point rate increase at the RBA’s August meeting.

For the full breakdown, sign up to our fortnightly newsletter via the link in our bio.

Follow along for the next market update.

CBG Global Investments.
Institutional-grade expertise.

Address

12/2 Bligh Street
Sydney, NSW
2000

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+61424034535

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