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Global perspectives from
our Principal Advisers

  • Quarterly Investment Report

Quarterly Investment Report – January 2024

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.

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  • Quarterly Investment Report

Quarterly Investment Report – Oct 2023

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.

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  • Quarterly Investment Report

Quarterly Investment Report – April 2023

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.

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  • Market Update

Market Update – March 2023

The recent failure of Silicon Valley Bank (SVB) warranted the attention of investors, given the size and speed at which its deposits were withdrawn ($40B within 36 hours – 25% of their deposit base), highlighting vulnerabilities to the banking sector, notably with smaller regional banks.

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  • Superannuation

Superannuation Update

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.

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  • Quarterly Investment Report

Quarterly Investment Report – January 2023

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.

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