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Global perspectives from
our Principal Advisers

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of Silicon Valley Bank (SVB) warranted the attention of investors, given the size and speed at which its deposits were withdrawn ($40B within 36 hours – 25% of their deposit base), highlighting vulnerabilities to the banking sector, notably with smaller regional banks.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

Quarterly Investment Report – October 2022

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.

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  • Market Update

Market Update – September 2022

This week, the AAII’s Bearish Sentiment reading crossed above 60% (extreme) for only the 5th time in its 35-year history. The last time it happened was March 5th, 2009. The AAII survey tracks short-term investor sentiment (six-month).

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