Market Update – March 2024
Reporting Season
Increased economic optimism and robust corporate earnings have propelled stock markets to new heights. Yet, this rapid growth has left some investors apprehensive about potential overvaluation, while others fear missing out on gains.
Quarterly Investment Report – January 2024
The Everything Rally
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Quarterly Investment Report – Oct 2023
Defying Trends
Our October report examines the key themes, risks and opportunities for the remainder of 2023 and beyond.
Overall, the economy continues to defy expectations. Resilient growth reflects longer-than-expected policy lags, supported by an uneven interest rate burden that will keep rates higher for longer.
We are locking in higher yields by increasing our overweight position to Fixed Interest.
Quarterly Investment Report – April 2023
Playing it Safe
So far, 2023 has been better than expected, with a broad range of assets delivering healthy returns in the face of weak confidence.
Our April report examines the key themes driving these returns and the outlook.
Market Update – March 2023
Silicon Valley Bank (SVB)
Below is an update on developing news regarding the U.S. banking sector.
Superannuation Update
Proposed Tax Reform
Below is a summary of today's announcement regarding the proposed doubling of taxes on Superannuation balances above $3 million.
The proposal may have variations if legislated after the next federal election. We will address any relevant impacts with clients once (if) legislated.
Quarterly Investment Report – January 2023
Rotating the strike
Welcome to the January 2023 edition of our Quarterly Investment Report.
This report brings you key investment insights from our research partners and independent advisory board.
Quarterly Investment Report – October 2022
Margin of Safety
Welcome to the October 2022 edition of our Quarterly Investment Report.
This report brings you key investment insights from our research partners and independent advisory board.
Market Update – September 2022
Tidal Wave
As highlighted two weeks ago, fundamentals have taken a back seat whilst the central bank's war on inflation drives investor sentiment.
Market Update – September 2022
ASX Reporting Season
Macroeconomic events overshadowed the recent ASX reporting season.
Fundamentals have taken a back seat whilst central bankers drive investor sentiment.