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Global perspectives from
our Principal Advisers

  • Market Update

Market Update – June 2022

Last Tuesday, the RBA lifted its cash rate by +0.50% to 0.85%, the biggest rate hike in 22 years and the first back-to-back rate hike since May 2010. It’s clear that ultra-accommodative policy settings (low rates) are no longer needed as consumer spending and record

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  • Market Update

Market Update – May 2022

The past few weeks have been challenging for investors as central banks embarked on increasing policy rates in the face of persistent inflation. The MSCI Equity World Index has now declined more than 16.6% year to date (YTD), whilst the Global Aggregate Bond Index has

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  • Quarterly Investment Report

Quarterly Investment Report – April 2022

Welcome to the April 2022 edition of our Quarterly Investment Report. We have included a short video with Daryl Wilson, one of our Advisory Board members. Daryl is the CEO and Portfolio Manager of Affluence Funds Management, with over 25yrs experience across financial markets, including

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  • MP Insights

MP Insights

Recent CBA card transaction data shows a significant lift in spending, mainly services, now 20% above pre-covid levels (restaurants, hotels, travel). The recent spending habits of consumers do not reflect a broader concern about inflation and future interest rate hikes. However, this is a medium-term

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  • Superannuation

Federal Budget

On Tuesday, 29th March 2022, the Government handed down its 2022-23 Federal Budget. From a Superannuation and Financial Advice perspective, the budget was extremely quiet. The Government are primarily focused on supporting low to middle-income earners, social security recipients and first home buyers.

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  • Market Update

Market Update – ASX Reporting Period

Understandably, the war in Ukraine has overshadowed a strong ASX Report Period. Analysts displayed growing optimism as Australian businesses emerged from the omicron wave better than feared. This optimism translated into upgraded FY22 earnings from 13.6% to 14.2%, led by materials and energy sectors, the

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